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CEO Shirl Penney expects his independent advisor services platform to reach its goal by Independence Day of next year, and he still has plans to take the company public.
On an earnings call this week, CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace than past years as the company continues to pay down debt.
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
