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The move represents HighTower's eighth transition this year and its 14th office on the West Coast.
July 16 -
Wells Fargos independent channel lands four recruits, including a husband-and-wife team.
July 14 -
The firm teams up with the Wharton School and College of Financial Planning to offer an educational program that improves on the client-relationship experience.
July 13 -
The wirehouse picks up recruits from rivals Morgan Stanley, Merrill Lynch and regional brokerage Janney Montgomery Scott.
July 10 -
Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.
July 2 -
Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.
June 25 -
Female clients have a more positive outlook when it comes to approaching retirement over their male counterparts, according to a new study.
June 22 -
Robo advisors are gaining traction, especially among millennial investors, who are very sensitive to competitive pricing. Extensive automation will be needed to defend against them.
June 22 -
The new recruits had a combined $277M in client assets before making the move to the firm's employee and independent channels.
June 18 -
The regional firm landed six advisors from Wells Fargo that collectively generated $5.44 million in annual revenue before making the move.
June 15