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The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.
July 26
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The firm achieved a record 7,719 independent and employee advisors in the second quarter.
July 26
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Seniors need to be mindful of enrollment deadlines with Medicare.
July 25
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Compensation related to financial advisor recruiting fell 22% for the second quarter.
July 25
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Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.
July 25
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The funds allegedly paid for summer camp fees and a 1976 Corvette.
July 25
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The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.
July 25
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The firm is looking beyond aggressive recruiting efforts that have netted 73 new advisors year-to-date.
July 25
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Banking scandals are playing only a small role in advisor attrition, the firm says.
July 25
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At Amazon's first-ever conference for voice-enabled tech, advisors are warned they need to take one crucial step to serve customers using voice assistants.
July 25
