Broker-Dealer M&A Picks Up. Don’t Pop The Champagne Just Yet
Louis Diamond Quoted – By Larry Roth, WealthSolutions Report – Four Summer Deals By LPL, Atria And Cetera Have The Industry Abuzz.
Louis Diamond Quoted – By Larry Roth, WealthSolutions Report – Four Summer Deals By LPL, Atria And Cetera Have The Industry Abuzz.
Mindy Diamond Cited – By Miriam Rozen, AdvisorHub – Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
Louis Diamond Quoted – By Mason Braswell, AdvisorHub – Edward D. Jones & Co., the largest full service brokerage firm by its almost 19,000 brokers,
Jason Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Recruitment of financial advisors was brisk last year and downright frenzied in the last six months,
Jason Diamond Featured – Holt Hackney, AdvisorHub – An overview of the financial advisor recruiting firm, plus key data and findings from the firm’s 2022
Mindy Diamond Quoted – FundFire – Regional brokerage Edward Jones is taking its recruitment push to Wall Street, as its assets under management surpass $1
Mindy Diamond Quoted – By Lisa Beilfuss, The Wall Street Journal – Client assets at Edward Jones have surpassed $1 trillion, the regional brokerage said,
Barbara Herman Quoted – By Bruce Kelly, InvestmentNews – At a time when the financial advice industry is desperately attempting to become younger and more
Louis Diamond Quoted – By Jake Martin, AdvisorHub – Real estate cost savings and broker demand for more collaboration appear to be putting pressure on
Louis Diamond Quoted – By Miriam Rozen, AdvisorHub – “The lack of an ability to hire support staff, even if the advisors want to and