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The firm's former correspondent and advisor services supervisor will now oversee consulting operations reaching the firm's 1,900 advisors.
January 12
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The new recruits move to the independent side of Wells Fargo.
January 7
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Inspired by his football coach to consider planning, Raymond James complex manager Tony Barrett has focused on team success and the inclusion of African American advisors.
January 7 -
The head of the wealth management business is stepping down, while Colm Kelleher has been named president of Morgan Stanley, according to memos sent to employees.
January 6
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Four recruits moved between the boutique wealth managers, making them the latest Credit Suisse advisors to pass on an offer to join rival firm Wells Fargo.
January 6
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A few banks started paying their advisors by salary years ago--now others are considering the same.
January 6
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Former chief executive Paul Purcell will stay on as chairman of Baird.
January 5 -
Scott Bessent, who oversaw George Soross $30 billion fortune for the last four years, will be managing $4.5 billion by the end of the first quarter, one of the largest hedge fund startups ever.
January 5 -
The former wirehouse advisors make their move to the bank channel with SunTrust Private Wealth Management.
January 4 -
Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.
January 4
