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Fee wars among asset managers are having small, but notable impacts across the industry and prompting renewed focus on core business.
February 25
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The former Cetera advisors joined the firm’s employee channel.
February 14
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Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.
January 31
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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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More than 400 advisors joined regional BDs last year, according to hiring announcements and BrokerCheck data.
October 28
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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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The breakaways join 72 others who moved their practices to the firm in the second quarter.
September 20 -
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 new recruits join the firm’s employee channel from both wirehouses and the independent space.
August 5
