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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 saga lays bare the rough-and-tumble ways of distressed investing, where investors look to pull every lever in their favor.
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 -
The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.
August 21 -
The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.
August 21 -
Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.
August 20Mercer Advisors -
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