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The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.
November 23 -
The group generated annual revenues of $3 million before making the move.
November 23 -
"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.
November 23 -
The recruits collectively had $1.7 million in annual revenue before making the move.
November 23 -
Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50.
November 23 -
The investment bank lands a six-member group to run a custody and emerging-market bond business within its wealth management unit.
November 20 -
The smooth integration of RIA firm Girard Partners is likely to entice the Souderton, Pa.-based bank to buy other RIAs as it seeks to grow its wealth management business.
November 20 -
The wirehouse's three newest recruits come from Credit Suisse.
November 20 -
William Blair, a Chicago-based financial services firm, said it hired a 24-year industry veteran.
November 20 -
Create a "culture of inclusivity," drop old-world ways and give young planners a voice in your firm in order to recruit and keep them, two experts say.
November 20








