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The new hires were previously at Merrill Lynch, UBS, and BB&T.
August 10
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The initiative is intended to help advisors manage increasingly large and complex teams.
August 6
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The new recruits cited their new employer’s technology platform as motivation for making the career change.
August 3
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Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.
July 31
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The wirehouse added a pair of veteran advisors from its rival after picking up several new hires in recent weeks.
July 31
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The company allocated $5.1 billion for loan losses in the second quarter, the most since 2010.
July 16
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They left Merrill Lynch and Wells Fargo to join their new firm.
July 9
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Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29
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The advisors defected from rivals UBS and Merrill Lynch.
June 25
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In both moves, fathers brought their children to work as colleagues.
June 24
