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By James J. Green, AdvisorOne |
November 19, 2012
The new program aims to help its advisors develop written succession plans, and they’ll get a valuation of their firm’s worth from Dave DeVoe.
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By James J. Green, AdvisorOne |
October 22, 2012
With a quarter to go, year-to-date RIA mergers and acquisitions nearly match the value of all deals recorded in 2011. But the actual number of deals this year is still lower.
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By James J. Green, AdvisorOne |
April 26, 2012
Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.
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By Joyce Hanson, AdvisorOne |
February 8, 2012
The new RIA plans to grow by hiring breakaway brokers “looking to build upon an exceptional brand.”
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By John Sullivan, AdvisorOne |
January 3, 2012
Fortigent will continue to operate autonomously from its Rockville, Md., headquarters and its existing management team will remain in place, reporting directly to Robert Moore, LPL Financial's CFO.
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By James J. Green, AdvisorOne |
November 21, 2011
Will provide strategic consulting and valuations, and arrange financing for mergers and acquisitions for advisors.