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Outlook 2024: IBDs Will Continue to Get Closer to the Advisor

The IBDs that connect themselves more closely with their advisors and demonstrate flexibility will be competitive in the New Year. ....

Simon Hoyle , Jodie Papike , Orion Salesforce , Matt Lynch , Advisor Group , Retirement Planning Group , Signature Estate , Investment Advisors , Los Angeles Based , Prosperity Advisors , Kestra Financial , Bluespring Wealth ,