The Future of OSJs: Does Size Matter?
Eric Schwartz of Cambridge and others say industry trends are pushing more advisors to join a certain size branch.
Recruiting Roundup: Dynasty, LPL Affiliates Add Advisors
Meanwhile, Akron, Ohio-based Sequoia Financial Group says it is merging with RAV Financial to form a team with $3 billion in assets.
LPL Says Assets Up in May, Clarifies FSI Departure News
The IBD's split from the lobbying group “was completely unrelated to the matter of dues,” it says.
LPL Expands D.C. Presence After Quitting FSI
The IBD opens office near the Capitol after ending its membership in the Financial Services Institute IBD advocacy group.
Ron Carson’s Group Gets $35M From PE Firm
The wealth manager has some $6.5 billion in assets and has plans to expand.
LPL Reports Latest Asset, Recruiting Figures
The IBD had mixed results in April but attracted close to 60 reps in Q1'16.
LPL Expanding HNW Services to Reps
Execs say the advisory "landscape has changed" and that the "credibility gap" between indie firms and wirehouses is no more.
Recruiting Roundup: Wells Fargo Adds 6 Reps, $690M From Rivals
The advisors moved from Morgan Stanley and Merrill; meanwhile, LPL adds a hybrid group with $305 million in assets.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2016
Overall satisfaction has weakened across full-service broker-dealers, the survey finds.
Recruiting Roundup: $400M Merrill Broker Goes Indie With Dynasty
Meanwhile, LPL brings five advisors onto its brokerage platform in Ohio; SagePoint adds affiliated reps with $500 million.