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“We got to the point where we wanted a pure fiduciary relationship with clients,” Perry Mattern says.
February 12
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The No. 1 IBD is reaping the benefits of learning the lesson that it “can never move away from the advisor,” according to its head of business development.
February 11
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The new office will complement the relocation of the firm's headquarters to the state.
February 11
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Securities Service Network is pitching advisors on its tax offerings, access to management and parent-firm resources.
February 8
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Reva Shakkottai has been with the firm for a decade.
February 8
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The next generation of advisors is worth the cost.
February 7
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He’s the latest broker to leave a wirehouse for a regional BD.
February 6
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The firm has been on a recruiting tear, with a particular emphasis on wirehouses.
February 6
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Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.
February 4
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Tradition, trust and Google all factor into the choice.
February 4
