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The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.2h ago
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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.October 19
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Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.October 15
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The regulator would generate an additional $225 million per year from the fee increases.October 9
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The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.October 9
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The custodian had been a key player in the growth of the independent channel.October 6
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The switch comes as the wirehouse revamps its technology platform with help from Broadridge Financial.October 1
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The company is turning to what it sees as a talent pool with proven success rates.October 1
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This year’s list of the 150 largest firms represents an industry that will emerge from a post-COVID world deeply altered.October 1
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Expenses fell by 20 basis points and risk-adjusted returns climbed 92 bps, according to the study.September 24
