Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
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A longtime wirehouse advisor with $48 million in AUM has joined regional broker-dealer Wunderlich.
October 5 -
There are three types of advisors when it comes to embracing technology, says the advisor organization: early adopters, those who will follow peer success, and those who wait until the last minute.
September 29 -
CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.
September 25 -
The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo.
September 24 -
The former wirehouse advisors joined Raymond James' traditional employee broker-dealer.
September 22 -
When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.
September 17 -
The firm's new hires come from J.P. Morgan.
September 15 -
The firm's latest hires come from Wells Fargo and Edward Jones.
September 14 -
New recruits joined the UHNW-focused business in recent weeks.
September 9 -
The new recruit will work as a managing director and senior relationship manager in Latin America, reporting to the region's head of wealth management.
September 8 -
The firm's latest additions will focus on servicing an international client base.
September 4 -
Four advisors left Wells Fargo to join Ameriprise's employee channel.
September 3 -
The firm's Investment Advisors Division hires the senior vice president from Fidelity Investments.
September 2 -
The new recruits join the firm's now $650 million Simmons Wilkes Investment Advisor team.
August 31 -
The new recruits had an annual production of $2 million.
August 27 -
The couple had nearly $1.7 million in annual production while at Edward Jones.
August 25 -
Recruits leave the wirehouse for the independent side at Wells Fargo.
August 25 -
The former Northern Trust duo had annual production of $2 million at the time they made the move.
August 19 -
The new recruits join Dynasty's newly formed Summit Trail Advisors and are the latest to leave the British bank's wealth management unit before its merger with Stifel.
August 18 -
New Wells Fargo recruits have a combined 55 years of experience.
August 18
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