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The firm sold 100% of ownership interests in its asset management and family office units.
March 7 -
The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.
March 7
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Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.
March 7
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The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.
March 6
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The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6
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Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.
March 6
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The six-member team serves ultrahigh-net-worth investors and families.
March 6
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The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.
March 6
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The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3
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The group previously generated over $1 million in annual revenue.
March 3
