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The six-IBD network lost advisors during a capital structure change, but its new majority owner says the predicted expansion is still on track.
March 7
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As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.
January 28
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Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.
January 14
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Larry Roth, who was also head of AIG Advisor Group, is offering up his expertise after helping both firms navigate difficult years as their chief executive.
September 12
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The RIA boosts its platform, loses top execs and faces wary advisors.
February 22
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The well-capitalized acquirer completed eight transactions in 2017.
January 9
