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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
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The regional broker-dealer is gearing up for another big recruiting year in 2018.
March 6
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Chris Randazzo rejoins the firm’s former president, Gregory Fleming, at Rockefeller Capital.
March 5
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Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.
March 5
