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On the losing side of this exchange: Wells Fargo, UBS and Merrill Lynch.
December 3
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The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.
December 2
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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
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New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.
October 17
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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
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The breakaways join 72 others who moved their practices to the firm in the second quarter.
September 20
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The new recruits include a father-and-son duo in Orlando.
September 12
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The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.
August 21
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The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.
July 25
