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Our Top 50 list isn't just a consideration of who has the highest assets under management. Instead, we strive to show the well-rounded advisors who excel in all aspects of the job.
December 1
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We caught up with our No. 1 advisor from 10 years ago, Denise White, and talked about the twists and turns her career has taken.
November 28
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Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."
November 28 -
Kelly King, BB&T's chairman and chief executive, expressed frustration with the interest rate environment. It's "challenging to get expenses down today."
November 26 -
CPA/advisory firm BKD Wealth Management adds Wolf Financial Management, after a deal between the two parent companies.
November 26 -
UBS sought damages for breach of employment contract; an ex-UBS advisor countered that he brought in $20 million in net new assets.
November 24 -
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.
November 24
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A Merrill Lynch advisor has left the wirehouse to join UBS Private Wealth Management.
November 24 -
Advisors from Morgan Stanley, with combined assets of more than $387 million, made the move to Merrill Lynch.
November 21 -
Advisors from Merrill Lynch and Wells Fargo were elected to IMCA's board of directors.
November 20
