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Two teams with $344 million in total AUM are tasked with expanding the firm’s presence in Mexico and South America.
June 13
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The fast-growing firm now has more than 100 brokers.
June 10
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The wirehouse loses four more advisors to the regional BD.
June 7
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Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4
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The recruits also opened a new branch for the regional BD.
June 4
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One advisor has more than three decades of experience in the business.
June 4
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The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4
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The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3
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The advisors managed more than $225 million in combined client assets.
May 30
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One departing practice managed $100 million in assets.
May 30
