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The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.
December 2 -
CEO Jim Cracchiolo says the firm is focused on “holistic advice rather than a free trade” after wealth management client assets reached a new high.
October 24 -
New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.
October 17 -
Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.
September 30 -
The breakaways join 72 others who moved their practices to the firm in the second quarter.
September 20 -
The new recruits include a father-and-son duo in Orlando.
September 12 -
The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.
August 21 -
The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.
July 25 -
Clients seeking to recoup some $14 million in damages have received only 12% of their total claims, according to an SEC-appointed receiver.
July 3 -
The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.
June 19