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The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.
May 15
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The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.
May 15 -
Nine executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, Huntington and J.P. Morgan Chase. Find out who they are and what their new roles entail.
May 15
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Since taking over as chief investment officer in 2011, she has worked to advance Palmer Squares risk management, marketing, technology and operations.
May 12 -
The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.
May 11
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After a decade at the SEC, she joined global law firm Ropes & Gray, buttressing the firm's regulatory and ETF capabilities.
May 11 -
The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10
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Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.
May 10
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Europe's second-largest insurer announced a plan to list a minority in its U.S. Life & Savings unit and 64% position in the asset manager.
May 10 -
The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.
May 9
