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Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.
November 6 -
Washington Wealth Management lured away an advisor managing $100 million in assets and who had been at the wirehouse for three decades.
November 6 -
RCS executive says it will take some time to restore normalcy to his embattled firms.
November 6 -
Record crowd focuses on the future of financial advice.
November 5 -
LPL says it has indefinitely suspended sales of investment products sponsored by American Realty Capital and RCS Capital.
November 4 -
RBC Wealth Management lured away a wirehouse advisor managing $116 million in assets from Wells Fargo Advisors.
November 4 -
Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays.
November 4 -
Lebenthal Wealth Advisors has recruited a former wirehouse branch manager and two independent advisors to fulfill its growth plans.
November 3 -
An independent advisor managing $165 million has joined Ameriprise's employee channel.
November 3 -
Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.
November 3






