Amid bumper crop of smaller M&A deals, IBD practice adds $30M book

SSN Marketing Meet Our Reps, News

Securities Service Network CEO Wade Wilkinson credits the perseverance of two of his firm’s advisors for their success in purchasing at least 15 practices over the past 10 years.  Many advisors at Securities Service Network have acquired other advisors’ books, but none of them have completed as many deals as Steve Serati and Lee Neumann of Millenia Investments. Read more …

Ladenburg Concludes Inaugural Fee-Based Advisory Conference to Support Success of Financial Advisors in New Fiduciary Era

SSN Marketing Corporate Office, News, Press Release

— First Annual ELEVATE Event Assists Financial Advisors Affiliated with Ladenburg’s Subsidiary Firms in Growing Fee-Based Advisory Business — — Enterprise-Wide Conference Brings Together Senior Executives of All Ladenburg Firms, Financial Advisors, Industry Thought Leaders and Best-in-Class Product Companies — MIAMI (BUSINESS WIRE) – Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) (“Ladenburg”), a publicly-traded diversified financial services company, together …

SSN President & CEO, Wade Wilkinson, Published on WealthManagement.com

SSN Marketing News

We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published on WealthManagement.com. The article “Top Attributes To Look for in a Sales Assistant” explores the desired skill sets for an assistant to possess in order to free up the advisor’s time so that he/she may focus more on clients. Read the …

SSN President & CEO, Wade Wilkinson, Published on ThinkAdvisor.com

SSN Marketing Corporate Office, DOL, News

We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published on ThinkAdvisor.com. The article “Top 3 Ways BDs Can Help FAs with DOL-Related Platform Shifts” focuses on three ways broker dealers can best help advisors select products and asset managers in a post-DOL era. Read the full article here. About Securities …

SSN President & CEO, Wade Wilkinson, Published in Wealth Management 2017 Midyear Outlook

SSN Marketing From the President, News

We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published in The Wealth Management 2017 Midyear Outlook. The article “How IBDs Can Look Outside to Strengthen Their Service Offerings” explores the best ways for broker-dealers to be proactive in their approach to increased regulatory changes. Read the full article here. About …

Securities Service Network Successfully Concludes Annual National Advisors Conference

SSN Marketing Corporate Office, Marketing, News, Press Release

— Independent Broker-Dealer Hosts Advisors from Across the Country for Discover 2017 Event in Austin, Texas — — Advisors Enjoy Strategic Insights from Industry Thought Leaders, Look Ahead to Continued Growth Opportunities — KNOXVILLE, TN (August 2, 2017) –Securities Service Network, Inc. (“SSN” or “the Firm”), a leading independent broker-dealer that specializes in driving industry-leading operating efficiency at the home-office level, …