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Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.
July 15
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Cathy Bessant is among executives who remain in talks with Wells Fargo, while JPMorgan Chase’s Gordon Smith won’t be taking the job, according to people with knowledge of the situation.
July 12
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Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.
July 12
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Robert Limmer made the move after less than a year at Gladstone Wealth Group.
July 12
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Even if it's best for the team, it won't be easy.
July 11
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An improving economy is boosting an exodus from wirehouses to RIAs.
July 11
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The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.
July 10
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These firms scored big with advisors managing $1 billion or more.
July 9
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An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.
July 3
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The 18-month-old Sanctuary Wealth caters to breakaways but is also open to independent advisors as well, CEO Jim Dickson says.
July 1
