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Janney has hired two advisors from Morgan Stanley and Raymond James with $91.6 million AUM.
July 24 -
The Nashville community bank has expanded into new territory with the addition of three advisors who will focus on the medical industry and physicians practices.
July 24 -
Ameriprise Financial has hired three financial advisors from UBS, Raymond James Morgan Keegan, and HSBC.
July 24 -
Independent broker-dealer Securities America is pressing ahead with its aggressive recruitment campaign, hiring three regional directors to help attract prospective independent advisors, the firm announced Tuesday.
July 23 -
Earlier this month, Nuveen Asset Management revealed that its Chief Equity Strategist and Senior Portfolio Manager Bob Doll will be taking on a new slate of equity funds including traditional, specialty and alternative funds.
July 23 -
Beefing up its presence in Sacramento and Newport Beach, Calif. Beverly Hills Wealth Management has lured the Sullivan Wealth Management Group from Morgan Stanley.
July 23 -
PIMCO last month teamed up with product and technology platform provider Aria Retirement Solutions and insurer Transamerica Advisors Life Insurance Company to market contingent deferred annuities to asset-based fee-only registered investment advisors. The name of the new product: RetireOne Transamerica II.
July 22 -
Julius Baer Group said increased client trading boosted margins as Switzerlands third- biggest wealth manager integrated Merrill Lynch businesses acquired from Bank of America Corp. last year.
July 22 -
First-half revenue at the six biggest U.S. banks climbed for the first time in four years, fueling profits and vindicating Bank of America Corp. and Morgan Stanley leaders who presided over stock slumps.
July 22 -
Two key factors come into play in order to improve your advisor websites SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your websites design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.
July 22
