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Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.
June 26Mark Elzweig Co. -
The regional firm continues to snatch multi-million dollar teams from the wirehouses.
June 23 -
The group says it wanted to offer clients greater transparency.
June 22 -
The new hires help the firm further expand its presence in the Southeast, an executive says.
June 21 -
The wirehouse pullback on recruiting is seen as an opportunity for regional firms, a recruiter says.
June 21 -
We reshuffled the ranking to list advisers by their production as a ratio of their AUM. Here are the top 25.
June 20 -
The former First Tennessee Bank adviser defrauded numerous customers to satisfy a gambling addiction that started when he was in college, according to court documents.
June 20 -
The regional firm has been trying to recruit more advisers, particularly those from wirehouses.
June 20 -
Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.
June 20 -
The new recruits, who previously worked at Wells Fargo Advisors and Janney Montgomery Scott, also pointed to the firm's affiliation with Raymond James in making the move.
June 19