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Here's what you missed this week in wealth management.
July 16 -
Raymond James’ advisor employee headcount has remained relatively flat over the last five quarters, while its 1099 channel saw an increase of 3% over the same time period, according to the company’s latest earnings report.
July 14 -
Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.
July 13 -
The head of Ark Investment Management will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.
July 13 -
Michele Dillon, a 30-year veteran of wealth management, started in April
July 12 -
Bradley Bruce, a 30-year veteran, brings the 8th Texas group the firm has added.
July 2 -
The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.
June 28 -
Here's what you missed in wealth management.
June 26 -
The multigenerational practice decided it was time to make the move.
June 21 -
Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.
June 18