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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 -
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
April 23 -
Three of seven new hires came from wirehouses.
April 23 -
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.
April 18 -
As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.
April 16