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The two advisors generated about $1.5 million in annual revenue, according to the No. 3 IBD.
March 13
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The unit will provide specialized services for private banking, international and institutional clients."
March 13
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ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.
March 12
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Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9
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At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.
March 8
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It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.
March 8
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Unhappy with M&A offers, CJM chooses to stay independent.
March 7
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The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.
March 7
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The move comes at a bad time for the firm, which amid scandals and mounting regulatory scrutiny has lost more than 300 advisors in a year.
March 6
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The firm’s hot recruiting streak forges ahead with another grab from a rival firm.
March 6
