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The firm's latest hires opened a new office for the regional broker-dealer.
July 6 -
Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.
July 5Mark Elzweig Co. -
The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.
July 1 -
The executive will oversee the development and implementation of business strategies across the bank's wealth management units.
June 30 -
The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.
June 28 -
The brokerage firm promoted one of its own to replace a retiring senior vice president, while picking up two branch managers from rival firms.
June 22 -
Eleven executives were tapped this year to lead wealth management and related investment services groups at Key Private Bank, Regions Bank, U.S. Bank, Wells Fargo Private and Wilmington Trust. Find out who they are and what their new roles entail.
June 22 -
Sandra Pierce will assume her role once Huntington completes its acquisition of FirstMerit.
June 22 -
Some call it 'relentless,' but scouting for the best candidates has resulted in a better array of services from the industry's top firms, says leading recruiter Mark Elzweig.
June 22Mark Elzweig Co. -
Also, J.P. Morgan saw a team managing $300 million in client assets go independent.
June 20