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The list includes the biggest wirehouse breakaway team in the past five years.
May 6 -
Fewer than half of advisors are happy at their current workplaces.
May 3 -
Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.
May 1 -
The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.
May 1 -
The advisors are the newest additions to the firm’s expanding brokerage ranks.
April 30 -
The switch is the latest in a series of billion-dollar moves so far this year.
April 29 -
The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.
April 29 -
For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”
April 26 -
The regional BD adds two teams with $373 million in assets.
April 26 -
Is there a lesson for other advisors considering a career change?
April 24