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The wealth manager aims to build connections and take feedback through a new group resembling ones launched by rivals in recent years.
February 23
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The transaction, which could be announced as early as Monday, will be valued at $4.7 billion, according to people familiar with the matter.
February 22
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The dispute highlights the complicated nature of non-solicitation carve-outs when advisors switch firms.
February 22
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It’s complicated, but possible, to limit risk and liability when moving a practice.
February 21
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The IBD unveiled its second major recruiting addition in as many months to kick off the year.
February 19
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As wealth managers compete for advisors, the firm picked a former one to lead it.
February 18
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The agreement will expand the companies’ recruiting efforts in the bank and wirehouse channels.
February 17
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Rae becomes one of the few women leaders in financial services.
February 12
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Arrogance, naiveté and that chief suspect, procrastination, can all undermine best laid advancement plans, writes recruiter Mark Elzweig.
February 12
Mark Elzweig Co. -
A merger would value Apex and Northern Star Investment Corp. II at as much as $5 billion, a personal familiar with the matter said.
February 12
