Mike Durbin explained the rationale behind offering multiple RIA options to the market and the firm’s success with some “signed wins” among defecting Commonwealth/LPL advisors.
While the industry is concerned about a looming advisor shortage, some RIAs are doubling down on efforts to run internship programs that can lead to hires for their firms and the wider industry.
The firm confidentially submitted forms to regulators seeking an initial public offering of its common stock. The number of shares to be offered and the price range have yet to be determined.
According to the ACA Group, the emails purport to be from SEC Chief Information Officer David Button and ask for advisors to confirm their emails (likely in an attempt to build trust for future scamming attempts).
Former Merrill Lynch advisor Michael Henley reveals how his tax-centric approach and strategic vision helped Brandywine Oak Private Wealth double AUM to $1.5 billion since breaking away in 2018.
Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake.
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