The Practice: Succession planning
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September 20, 2018Kestra Nabs $118M Colorado Wealth Management PracticeThe ex-Royal Alliance firm chose Kestra partly for its support of female advisors.No Comments
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September 7, 2018Advisor Moves: Wells Fargo Rep Heads to Towerpoint Wealth, and more ...Plus: Raymond James, Cutter & Company and FiNet.No Comments
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September 4, 2018Stratos Wealth Network Brings on $1B In Client AssetsThe firm has also named Lou Camacho president of Stratos Wealth Alliance.No Comments
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August 31, 2018Cetera Introduces Advisor Equity Participation and Succession PlanningThe programs are aimed at helping advisors participate in Cetera’s growth and plan the future of their practices.No Comments
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August 31, 2018Focus Financial CEO Sees 500 RIAs as Acquisition TargetsFollowing its July IPO, the company has access to $800 million-plus for acquisitions.No Comments
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August 30, 2018LPL Wins $360 Million Practice from First AlliedMeanwhile, Securities America snatches $650 million hybrid RIA and super-OSJ joins from LPL.No Comments
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August 23, 2018It’s Not Over Yet for HighTower ChairWhen Weissbluth takes his job, Ahluwalia will still play a role.No Comments
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August 23, 2018Sequoia Financial Takes In $776M Advice FirmBut Sequoia’s president says organic growth is his firm’s primary method of expansion, not acquisitions.No Comments
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August 14, 2018AssetMark Brings on $5.7 Billion Firm With 300 AdvisorsFlorida-based Global Financial Private Capital has more than 300 advisors.No Comments
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August 13, 2018Stifel Reshuffles Top Ranks, Nabs FAs from Wells Fargo and AmeripriseCompany tasks current CFO with overseeing global wealth management business.No Comments
