From InvestmentNews
Added on February 2019 in Join an RIA
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Summary: Seeking either to build on or create momentum with potential recruits, three large brokerage networks — Wells Fargo Advisors, LPL Financial and Cetera Financial Group — are beginning 2019 with substantial offers to lure brokers and financial advisers to change employers and move their businesses to a new address.
From WealthManagement.com
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Summary: Financial advisor conferences have booked anyone from Vanilla Ice to John Mellencamp to perform at their annual events.
From RIA Match
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Summary: Sole owner of 32 yr old small hybrid independent RIA/BD. Looking at succession but not full retirement. Seeking experienced break away individual to join me and learn the fee business while they manage their existing, portable book w/o any quotas and bureaucracy. The eventual goal is to become my successor. Spotless compliance record required. A unique opportunity.
From ThinkAdvisor
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Summary: Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, has a message for RIA firms that want to grow in a market increasingly dominated by $1 billion-plus AUM firms: Share the wealth.
From WealthManagement.com
Added on January 2019 in Form an RIA
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Summary: [Podcast] It’s hard to deny the increasing momentum toward independence. Whether it’s studies showing year-over-year growth nearing double digits, or headlines touting another breakaway team making the leap, there are few advisors who can deny the significance and validity of the space.
