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This is not an easy business, Carson told an audience on Thursday of over 500 advisors at the 24th Peak Excell Meeting. It is a rewarding but difficult business and we have to constantly reinvest and reinvent.
May 9 -
Hilliard Lyons hired Grover Butch Canty as a public finance banker to further the firms expansion in Western Kentucky.
May 9 -
In five years, Stratos Wealth Partners has grown from a glimmer of an idea to a firm with 130 advisors nationally and over $6 billion in assets under management. The secret to its success: a hybrid RIA model.
May 8 -
Morgan Stanley is expanding the types of debt it buys as deposits increase with the purchase of its brokerage venture and interest rates remain near record lows.
May 8 -
Two former branch managers at Raymond James have moved to Stifel and LPL in Austin, Texas.
May 7 -
Steven Wieting, managing director and U.S. economist in Citi Research, will be responsible for formulating investment strategies for the business and its clients around the world.
May 7 -
The platform, eSavant Advisor, which was introduced Monday, caters to clients with at least $50,000 in investable assets.
May 7 -
The new hires join the firm in Jackson, Tenn., and Mount Kisco, N.Y.
May 7 -
The St. Louis-based firm, which now has 30 offices, opened its third Florida location with an office in Destin and made inroads into Alabama with a new branch in Birmingham. It also added an advisor to its White Plains, N.Y., and Chattanooga, Tenn., location.
May 7
