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The pickup adds to the platform service provider’s hot streak.
May 13
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Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.
May 10
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The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.
May 10
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Lisa Dolly will give way to COO Jim Crowley later this year, parent firm BNY Mellon says.
May 8
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The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.
May 8
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Two factors are prompting an upsurge in career changes.
May 6
Mark Elzweig Co. -
The list includes the biggest wirehouse breakaway team in the past five years.
May 6
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Fewer than half of advisors are happy at their current workplaces.
May 3
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Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.
May 1
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The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.
May 1
