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March 30, 2022
Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.
December 21, 2021
Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.
November 3, 2021
ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.
November 1, 2021
As independent wealth managers pitch potential recruits on their scale, the IBD network built tools and hired โgrowth officersโ to work with practices.