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Advisors Reverse Course Amid Transition to Remain at Stifel Financial
March 14th, 2024
In an unexpected twist, two advisors have chosen to remain at Stifel Financial after initially announcing their departure to independent broker-dea...
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Bluespring Wealth Partners Announces Merger of Partner Firms
March 13th, 2024
Bluespring Wealth Partners, the RIA acquisition arm of Kestra Holdings, has orchestrated a merger between two of its partner firms, Retirement Weal...
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RIA Mergers & Acquisitions Spike Following a Slower 2023
March 12th, 2024
The registered investment advisor (RIA) market experienced a slight downturn in deal-making in 2023, marking the first annual decline in merger and...
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Building a Legacy: Father-Son Duo in Wealth Management
March 11th, 2024
InvestmentNews recently reported on a father-son duo at UBS to discuss how to ensure a smooth relationship's success.
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Wells Fargo Advisors Maintain $2 Billion Recruiting Tab
March 8th, 2024
As reported by AdvisorHub, Wells Fargo Advisors' employee division has kept a steady recruiting tab of over $2 billion in forgivable loans, signali...
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Wells Fargo Appoints Erik Karanik to Lead Independent Solutions Division
March 7th, 2024
Wells Fargo has named Erik Karanik, a seasoned employee with over three decades of experience at the firm, the head of independent solutions for it...
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UBS Wealth Management USA Shifts Leadership Roles to Drive Growth
March 6th, 2024
UBS Wealth Management USA has changed its leadership team, reassigning several senior managers to oversee niche and diverse client segments and bro...
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Cultivating High-Quality Client Referrals
March 5th, 2024
Financial Advisor News conducted research that indicates that advisors can significantly enhance their client referral rates by implementing certai...
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New Independent Broker-Dealer Strategy: Buy the Financial Advisors' Busi...
March 4th, 2024
Independent broker-dealers (IBDs) are making significant moves in the mergers and acquisitions market by purchasing registered investment advisors ...
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Mastering the Art of Confidence in Job Interviews
March 1st, 2024
In the competitive landscape of job interviews, confidence plays a crucial role in securing your next role.
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Avantax Promotes More Than Tax Smart Investing in New Push
March 28th, 2024
Avantax President Todd Mackay is not just about crunching numbers and tax expertise but about building relationships. Despite the firm's reputation...
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Florida Merrill Lynch Team Transitions to Independent Practice With Adde...
March 27th, 2024
Grafton Wealth Advisors, a team from Merrill Lynch managing $580 million in client assets, has departed the wirehouse to establish an independent p...
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Cetera Financial Group Gears Up for Potential IPO
March 26th, 2024
Cetera Financial Group may be considering an initial public offering (IPO) within the next five years. According to InvestmentNews, this move would...
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