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Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.
M. Vinson Walden’s global fund values ideas over style boxes.
It’s about more than multiple of revenue.
Boston-based Fidelity Institutional has combined its clearing and custody businesses into one unit.
The newly launched independent wealth management and investment advisory firm today announced it has partnered with Dynasty Financial Partners.
First Allied Securities will provide broker-dealer and custodial services to the newly created enterprise founded by Art Tambaro, former CEO of Royal Alliance.
Folio Investing has expanded its retail business with the acquisition of more than 20,000 customer accounts of the online investing service BUYandHOLD.
United Capital Financial Advisers has recruited a 23-person advisory firm with more than $2 billion in AUM to its partnership, the firm announced today.
LPL's fast-growing network firm, Stratos Wealth Partners, acquired a financial advisory firm and transitioned it to LPL's platform.
Changing demographics and generational wealth transfers will lead to tremendous shifts in the RIA business.
A person who believes a huge financial gamble is about to pay off experiences the same brain activity as in one about to get a hit of cocaine, and the thought of a financial windfall is even more powerful than the sight of a naked body, he writes.
The national debate fanned by President Obama over new fiduciary standards for financial advisors shows that the country is veering too much toward punishment, says expert Donald Trone.
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