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This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.
August 25 -
The slate of new hires come from several competitors including Wells Fargo and Edward Jones.
August 25 -
The new recruits include a 34-year industry veteran.
August 24 -
The move is one of the largest of the year.
August 24 -
Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.
August 19 -
The new additions oversaw more than $275 million at their former employers.
August 19 -
Focusing on “investment in leadership and access to markets,” the IBD aims to support reps and clients of diverse backgrounds, its head recruiter says.
August 18 -
The father-son practice with two other advisors switched their affiliations after its founder had spent 18 years with New York Life.
August 18 -
Recruiting is up in a year of unprecedented upheaval. What gives?
August 17Mark Elzweig Co. -
The latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.
August 14