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The move is intended to better satisfy clients who are increasingly asking for more clarity, according to the firm.
February 1
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Dawn Fitzpatrick's selection is Soros' seventh chief investment officer since the departures of traders Stanley Druckenmiller and Nicholas Roditi in 2000.
February 1 -
Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
February 1
Jefferson National -
The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31
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Find out which top practices saw shifts in their employment mix.
January 31
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The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.
January 31
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The new hire signed on to the regional broker-dealer during a recent wirehouse recruiting binge.
January 31
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Ronald Kruszewski says a shift in the size of transition packages, made in response to the fiduciary rule, "benefits us competitively."
January 31
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Fidelity report: What RIA buyers want and what sellers need to know.
January 31
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Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31
