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The high-profile industry personality is leaving Pinnacle Advisory Group after 17 years.March 12
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The two advisors affiliated with a new IBD after one of the largest PE-backed M&A deals of the year closed.August 21
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These firms scored big with advisors managing $1 billion or more.July 9
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The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.February 19
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The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.December 14
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Dynasty, Raymond James and Stifel are among the biggest beneficiaries of recent advisor moves.September 21
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Firethorn Wealth Partners gets started with the help of tru Independence.August 16
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The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.August 2
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A 34-year old broker with high-net-worth tax specialty signs with Dynasty.July 30
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While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.June 26
