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The firm has jettisoned a longtime strategy of growing its own leaders.
January 28
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The emerging markets credit fund will pursue long-term investments in conditions that the manager says may already equate to a bear market.
January 28
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“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.
January 25
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The appointment comes after an earlier announcement of broad leadership changes at the firm.
January 25
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The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.
January 23
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The firm’s new leader Penny Pennington tapped managers, one a longtime veteran of the firm, for the executive committee.
January 23
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The advisors had been with RBC their entire careers.
January 23
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Private Advisor Group unveiled a new team with $175 million in client assets, while Integrated Financial Partners says it grew by $900 million in 2018.
January 23
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The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.
January 22
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The regional BD started its 2019 recruiting year with a bang.
January 22
