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How a $2.6B team moved its entire AUM to Raymond James in 45 days
Financial Planning via Yahoo Finance· 8 months agoFinancial advisors at Summit Financial Group, from L to R: Dash Grammer, Jeneen Slack, Steven...
Cetera to acquire Avantax in billion-dollar deal
Financial Planning via Yahoo Finance· 8 months agoThe parent of Cetera Financial Group secured an agreement to acquire tax-focused wealth management firm Avantax in an all-cash deal valuing the company...
Securian Financial hosts 2,200 employees at downtown St. Paul’s Mears Park ‘Together Again’...
Pioneer Press, St. Paul, Minn. via Yahoo News· 2 years agoWhen Securian Financial invited 3,400 current and former company employees to head to downtown St. Paul for an outdoor lunch, beer and live music celebration, Brian Mayer wondered how many would ...
$35M Avantax golden parachutes highlight role of compensation in M&A
Financial Planning via Yahoo Finance· 5 months agoFour ex-Avantax executives who completed the largest M&A sale in the independent brokerage channel...
UMN president’s seat on corporate board finds high-profile criticism
Pioneer Press, St. Paul, Minn. via Yahoo News· 1 year agoUniversity of Minnesota President Joan Gabel’s acceptance of a paid position on the board of a corporation that does business with the U is coming under increased scrutiny, one month after the ...
Business People: U President Joan Gabel to join Securian Financial board
Pioneer Press, St. Paul, Minn. via Yahoo News· 1 year agoOF NOTE Securian Financial, St. Paul, announced that Joan Gabel, president of the University of Minnesota, was elected to the board of directors effective Jan. 1. Prior to her 2019 appointment ...
'I have an escape door': Younger workers need more than a good salary to give their 'loyalty,...
Moneywise via Yahoo Finance· 5 months agoSiobhan Neela-Stock learned a painful lesson about the need for mental health support in the...
LPL to acquire Atria Wealth Solutions for $805M plus earn-outs
Financial Planning via Yahoo Finance· 3 months agoThe largest independent brokerage will move 2,400 financial advisors from seven brokerages onto its...
25 Biggest Minnesota Companies and Stocks
Insider Monkey via Yahoo Finance· 1 year agoIn this article, we will be taking a look at the 25 Biggest Minnesota Companies and Stocks. To skip our detailed analysis, you can go directly to see the...
Cetera CEO Mike Durbin Eyes More Acquisitions
Barrons.com· 1 week agoThe 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,...
