Over the last three years, the independent broker-dealer channel has seen the most consolidation in the wealth management industry. That's allowed the largest firms to control a significant amount of ...

Terms of the deal were not disclosed, but the transaction is an indication of the continued appetite for investors and buyers of wealth management businesses. LPL Financial Holdings, Cetera Financial ...

In a clear indication of a tough start in the recruiting year for independent broker-dealers, LPL Financial LLC reported a net gain of only 25 reps and advisers in the first quarter. Those new ...

As much as the industry talks about the M&A happening in the registered investment advisor space, it’s the independent broker/dealer channel that’s experiencing the most consolidation, according to a ...

Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets under management. Equitable Holdings Inc.

Equitable has agreed to buy Stifel Independent Advisors, the independent broker-dealer unit of Stifel Financial, which has more than 110 independent advisors managing approximately $9 billion in ...

Over the next three years, independent registered investment advisers will be the fastest-growing portion of the advisory landscape, according to Cerulli. Advisory firms are in flux due to cresting ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Stifel Financial Corp., the St ...

Financial services company Equitable announced yesterday that its affiliate Equitable Advisors had agreed to buy Stifel Independent Advisors, an independent broker-dealer managing about $9 billion in ...