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The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1 -
One of the new recruits says his group was attracted to the firm's platform and culture.
January 17 -
The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20 -
The advisers are the first to obtain startup capital from the firm.
December 7 -
IronGate Partners is the 11th firm to align with the aggregator this year.
November 1 -
The new recruits are the 10th team to join HighTower this year.
October 18 -
Two veteran advisers opened a new office for the firm.
August 15 -
Families need reassurance that their money can last, says Michael Bapis of the Bapis Group.
July 29
The Bapis Group -
Advisers must act as reliable resources to protect clients’ futures and take their trust to heart.
July 29 -
Winnie Sun, of Sun Group Wealth Partners, and Paul Rand, of The Rand Group, break down the obstacles and advantages of making the switch.
July 26 -
The team's managing director is a wirehouse veteran with close to 30 years of industry experience.
July 7 -
The recruit says the firm's fiduciary business model was a draw.
May 11














