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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 -
These firms scored big with advisors managing $1 billion or more.
July 9 -
The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.
February 19 -
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 -
Dynasty, Raymond James and Stifel are among the biggest beneficiaries of recent advisor moves.
September 21 -
Firethorn Wealth Partners gets started with the help of tru Independence.
August 16 -
The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.
August 2 -
A 34-year old broker with high-net-worth tax specialty signs with Dynasty.
July 30 -
While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.
June 26 -
Wells Fargo was among biggest losers as advisors jumped to other firms.
May 22