For the right firm, the high price tags are appropriate given the growth trajectories. 'If you can acquire a firm and increase the profitability and make them grow faster, you can pay more,' said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+...
The order concerning Lexion Capital Management comes one week after the commission claimed a Syracuse-based firm failed to file and deliver its form to the SEC and clients.
Oak Hill Advisors, one of the biggest players in alternative credit, oversaw $53 billion as of July 31.
Think about the needs and current financial situations of the clients you want to attract for the long-term.
Stifel CEO Ron Kruszewski shares what the term "regional firm" represents today.
Four tips on how to make the most out of what you learn at a conference.
According to a senior Merrill executive, advisors will now get a 100% payout for retaining accounts from others who’ve departed the company or retired.
Ameriprise took in $10 billion in new client assets during the quarter, while its advisor headcount grew 2% year-over-year.
Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.
