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More than 300 reps have switched BDs so far this year, with LPL and Cambridge Investment Research completing the two largest grabs.May 27
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Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.May 26
Financial advisor2050 Wealth Partners
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A former craft brewer and an ex-rugby star went indie with Gladstone Financial Resources Group.May 26
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“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.May 19
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“I’d say independence is resonating with advisors now more than ever,” says recruiter Jodie Papike.May 18
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While CEO Jamie Price says tech capabilities rather than cost savings prompted the decision, he acknowledges the need to win over the reps who are now set to change firms.May 15
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Recruiting is likely to accelerate as the pandemic abates, writes Mark Elzweig.May 14
PresidentMark Elzweig Co.
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The IBD network had been preparing for disruption, CEO Adam Antoniades says, and it has the financial flexibility it needs to boost financial advisors’ practices.May 13
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In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.May 11
Editor-in-ChiefFinancial Planning
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In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.May 8
