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Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.
October 8
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The team, featuring three industry veterans, has opened a new Washington office.
October 1
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Charlie Scharf’s most immediate priorities include mending fences with regulators and getting the bank out from under a Fed-imposed asset cap.
September 27
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Charles Scharf will replace interim chief Allen Parker at the bank.
September 27
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The new advisors have joined the firm from rivals including Wells Fargo and Morgan Stanley, according to an internal memo.
September 25
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The breakaways join 72 others who moved their practices to the firm in the second quarter.
September 20
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Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.
September 19
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The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.
September 16
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The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.
September 13
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The new recruits include a father-and-son duo in Orlando.
September 12
