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The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.
August 27 -
The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.
July 24 -
Ron Carson’s firm and other major practices within the IBD network praise its choice of a new PE backer.
July 20 -
The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.
July 18 -
The move to acquire the No. 16 firm from John Hancock reflects the acceleration of industry trends and a potential giant in the making.
June 25 -
A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.
June 8 -
The definition of independence for advisors is changing, according to a new report.
June 6 -
The private equity-backed IBD is "very appealing to advisors in that larger independent setting," its top recruiter says.
April 26 -
All systems go for more transactions — but the stock market is a wild card.
April 22 -
Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.
April 19