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First Republic
Advisors with $10B flee wirehouses
Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.
Advisors on the Move: Wirehouses lose 12 teams with over $3.5B
Independent and regional firms have been maintaining strong appeal with new recruits.
New wave of bank-RIA deals gathers strength
"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.
