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"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.
October 28
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J.P. Morgan recruited a veteran advisor from Credit Suisse, which recently struck an exclusive recruiting deal allowing Wells Fargo to pick up the Swiss firm's U.S. advisors.
October 28
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Tash Elwyn, the president of Raymond James & Associates, says the path to success lies in recognizing that "every advisor is unique, every client is unique and the delivery of advice should be unique."
October 27 -
The wirehouse said it recruited four advisors from rivals Merrill Lynch and Wells Fargo.
October 26
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Industry executives and innovative firms will be recognized for their contributions to the asset management industry at the 13th annual NICSA/NOVA Awards on Oct. 29 in Boston.
October 26 -
The new recruits have gone over to the independent side of Wells Fargo, opening practices s in two states.
October 21 -
The wirehouse pulled over four advisors from rivals Merrill Lynch and Morgan Stanley.
October 20 -
The team generated $2.9 million in production before switching wirehouses.
October 19
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Leadership positions at the firm have been filled to balance its recent wave of RIA recruitments.
October 19 -
Four advisors left the wirehouse to join regional broker-dealer Benjamin F. Edwards.
October 19
