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The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.June 22
Former CEO of Advisor SolutionsBNY Mellon/Pershing -
The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.June 18
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LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.May 27
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Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.May 7
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The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.May 6
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Financial advisors, broker-dealers, custodians and other firms are trying to do their part amid a public health and economic crisis.May 1
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My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.May 1
Director of PlanningLife Planning Partners
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CEO Dan Arnold says the pandemic “will create some structural change across the market and the industry.”May 1
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Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.April 30
