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The El Segundo, Calif., broker-dealer has grown tepidly since 2018 when Genstar stepped in; it added 1,000 brokers but only 700 staff, falling farther behind LPL Financial.
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
Roll-up model meets Wall Street analysts; T.Rowe Price’s latest report posits that 401(k) plans are a rocket for corporate profitability; and private equity firm Genstar Capital's deep pockets have so far failed to turn the tide in Cetera's bitter rivalry with LPL
With recent Great-West poach and David Musto running the show the Dresher, Pa.-based TPA adds 14 firms in 16 months and sets sights on dozens more, as roll-up strategy takes flight
The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd
The once-brash Alfred brothers sought out Strategic Insight as DOL rule came thundering toward their 401(k) herd
Myra Rothfeld also departs as Goldman sets his sights on software, service revamp
Private-equity owners take two months to ditch the 'Genworth Financial Wealth Management' moniker and hope to find the old spark
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