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A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.
February 7 -
The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.
November 26 -
Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.
September 25 -
CEO Jamie Price unveiled a three-part “advisor appreciation program” after Reverence Capital closed on a majority stake of the IBD network.
August 20 -
President Adam Antoniades cites record expansion for the year, but the IBD network faces challenges related to recruiting and debt levels.
August 19 -
Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.
July 31 -
Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.
July 26 -
Wealth Enhancement Group has also grown organically by more than $1 billion each of the past two years.
July 18 -
Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.
May 9 -
It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.
April 23Savant Capital Management