tru Independence Opens East Coast Headquarters
Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.
Source: wealthmanagement.com
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RIA Roundup: Cetera Buys 1st Pure RIA, The Retirement Planning Group
Cetera announced its 1st non-hybrid RIA acquisition, Hightower and Wealthspire added a billion dollars and Mercer, Kestra and tru Independence announced deals.
Source: wealthmanagement.com
Advisor Recruitment Deals Are at Most Competitive Levels Ever,
Baseline recruitment deals were up last year, and many firms are getting more creative with their deal structures, according to a recent report.
Source: wealthmanagement.com
Stifel's Alex David: help advisors beyond client acquisition
Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.
Source: financial-planning.com
U5 defamation missing from expungement reforms
Despite standout defamation awards, such as a $13.5 million payout to an ex-UBS rep, advisors and attorneys say firms are abusing their U5 power.
Source: financial-planning.com