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With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
January 21
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Successful deals are generating a high degree of confidence in the M&A market.
January 21
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The bank is an aggressive recruiter of HNW and UHNW talent.
January 17
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The 17-member team is one of the largest to switch employers in recent years.
January 17
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The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.
January 16
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The firm's chief Eric Clarke says there are multiple suitors.
January 16
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The firm plans to entice new customers through its stock plan administration and financial wellness businesses.
January 16
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The firm typically trains its own advisors in lieu of recruiting talent from the competition.
January 16
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The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.
January 15
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The size of the firm's class compares with 145 last year.
January 15
