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    • Q1 2024 LPL Financial Holdings Inc Earnings Call

      Thomson Reuters StreetEvents via Yahoo Finance· 2 hours ago

      We are on track to close the transaction in the back half of this year and complete the conversion in mid-2025. And finally, we're seeing solid momentum with our liquidity and succession ...

    • Cetera CEO Mike Durbin Eyes More Acquisitions

      Cetera CEO Mike Durbin Eyes More Acquisitions

      Barrons.com· 2 hours ago

      The network of broker-dealers boosted the number of financial advisors it works with by 50%, from 8,000 to 12,000, largely via acquisitions. Mike Durbin,...

    • Successful Founder Buyouts – A Case Study

      Successful Founder Buyouts – A Case Study

      WealthManagement.com· 22 hours ago

      Everyone has heard horror stories of founder buyouts gone wrong—disputes over valuation, seller’s remorse, eleventh-hour financing collapses, or pre-and...