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The advisory firm left Securities America to make the move.
June 5
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Michael O’Keeffe has been with the firm since 2013, having previously worked at Merrill Lynch.
June 5
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At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.
June 5
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Hilliard Lyons, not traditionally known for big recruiting pushes, is expanding.
June 4
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“It’s incredibly important to have diversity. Period,” says Kara Murphy.
June 4
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Wells Fargo’s advisor headcount continues to fall in the second quarter.
June 1
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The team joins a slew of others leaving the troubled bank, but says it’s running to SunTrust more than running away from Wells Fargo.
June 1
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Advisors say they are becoming more dissatisfied with the way wirehouses are managed.
June 1
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Alexandra Court had been promoted to global head of institutional distribution in 2016, a move accompanied by about two dozen job cuts in that division.
June 1
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Having already recruited 32 brokers in the first quarter, Janney Montgomery Scott is now adding a few more advisors to its ranks.
May 31
