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From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.
December 17
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Peruse the lists that put wealth management in perspective, from our top 40 young brokers to the largest IBDs and RIAs in the country.
November 27 -
The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.
November 15 -
Coming off another record quarter, the independent broker-dealer giant sought to reassure analysts questioning its stagnant advisor headcount.
October 26 -
LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.
October 5 -
The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.
October 2 -
The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.
September 28 -
The third time was the charm for LPL, which failed twice to win the big team it finally recruited this month. Here's what worked this time around.
August 23 -
One industry recruiter called the Aegis group at Lincoln 'the last people we expected to move.'
May 22 -
New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.
April 25
