How to Take Over a $1 Billion Practice
The anatomy of a high-stakes Morgan Stanley practice acquisition.
Raymond James Grabs $4.2M Advisors; Morgan Stanley Adds $4.5M Teams
Focus Financial and Advisor Center also share the names of independent advisors they've helped switch affiliation.
Wirehouse Teams Move to HighTower, Raymond James
Meanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
Guaranteed Income: A Missed Opportunity for Your Clients?
The appeal and practicality of guaranteed income investments is rising.
National Financial Partners Buys Fusion Advisor Network
Fusion, a consulting network to advisors, will become part of BD NFP Advisor Services Group; its founder, Stuart Silverman, will remain.
The Financial Upside of Succession Planning
As a smart financial advisor, you want to maximize the value of your most valuable asset—your practice.
Broker-Dealer NFP Securities Changes Its Name, Sharpens Its Focus
According to James Poer, over the past two to three years NFP Securities has quietly changed its focus.