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Reva Shakkottai has been with the firm for a decade.
February 8 -
The next generation of advisors is worth the cost.
February 7 -
He’s the latest broker to leave a wirehouse for a regional BD.
February 6 -
The firm has been on a recruiting tear, with a particular emphasis on wirehouses.
February 6 -
Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.
February 4 -
Tradition, trust and Google all factor into the choice.
February 4 -
At Pimco, the fixed-income giant he co-founded, Bill Gross racked up one of the longest winning streaks of any money manager.
February 4 -
Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.
February 1 -
The firm’s hot recruiting streak continues into 2019.
January 29 -
The firm has been aggressively recruiting wirehouse talent.
January 29