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The bank cited Cetera’s digital platform as an attraction that will offer a competitive advantage to help grow its business.
April 20
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The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.
April 12
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The bank's retail brokerage operation employs 12 advisers and has approximately $780 million in advisory and brokerage assets.
March 16
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Bank and bank advisers need to improve at the tangibles (financial plans) and intangibles (corporate culture) in the future.
March 9
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After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.
February 7
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Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.
January 26
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Once a top-producing planner at LPL, Carson now possesses a direct line to the CEO.
January 20
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The executive suite transition has been years in the making.
January 3
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From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.
December 14
