Andrew Welsch is a former managing editor of Financial Planning.
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Robert Peyreigne was hired to fill the role after Michael Armstrong departed Jefferies for RBC earlier this year.
November 18 -
The regional firm ups its recruiting momentum with two wirehouse advisers.
November 17 -
The new hires come from RBC, UBS and First Republic.
November 17 -
It's the most important service an adviser can provide, experts say.
November 17 -
It's gotten a lot harder, but not impossible to cut through the digital noise and grab clients' attention, an expert says.
November 16 -
Advisers say clients have become much more hesitant about making new investments.
November 9 -
The three recruits joined the independent firm from Wells Fargo and Edward Jones.
November 7 -
The advisers made the move in the wake of new regulatory guidance which takes aim at recruiting deals.
November 2 -
Two industry veterans joined the fast growing regional brokerage firm.
November 2 -
"There are ways to potentially be cute with it. You could potentially cut out retirement business from the back-end bonuses," says an ex-Merrill Lynch executive who works in the independent space. "Cute doesn't usually work when it comes to regulators."
November 2