Andrew Welsch
Senior EditorAndrew Welsch is senior editor of Financial Planning and On Wall Street. Follow me on Twitter @AndrewWelsch.
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Over a nine-year period, he allegedly defrauded clients of more than $2.1 million.September 4 -
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The RIA founded by former Barclays advisors caters to ultrawealthy clients.August 27
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The firm has made formal hiring offers totaling approximately $214 million as of June 30.August 13
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The firm's most recent lawsuit over alleged non-solicitation violations centered on an advisor's thank-you cards to clients.August 8
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An RIA owner accused the custodian of aiding his chief compliance in setting up a competing firm.August 7
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The once high-profile RIA owner ran a $20 million Ponzi scheme, federal prosecutors said.August 1
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The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.July 25
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Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.July 23
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The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.July 17
