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The former wirehouse advisor previously generated $1 million in annual revenue, according to RBC.
January 20 -
The independent firm founded by several former wirehouse managers picked up two recruits who generated $1.5 million in annual production.
January 19 -
CEO John Taft warns that regulatory scrutiny will increase, but adds that the long-term goal a unified fiduciary standard of care will still benefit clients and advisors.
January 19
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John Taft will be the latest head of a major brokerage firm to exit the business, following UBS' Bob McCann and Morgan Stanley's Greg Fleming.
January 14 -
The new recruits formed a new team after leaving Wells Fargo and Davenport & Company.
January 14
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Hao Zou, a portfolio manager at Pimco, has left to start a firm providing an artificial intelligence platform for hedge funds, family offices and other institutional investors.
January 14 -
See which advisors topped this year's list of the biggest producers under age 40.
January 13 -
Another team departed Credit Suisse, this time for William Blair.
January 13
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The firm's former correspondent and advisor services supervisor will now oversee consulting operations reaching the firm's 1,900 advisors.
January 12
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The new recruits move to the independent side of Wells Fargo.
January 7
