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Two teams with $344 million in total AUM are tasked with expanding the firm’s presence in Mexico and South America.
June 13
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The firm said this is the first of several new teams it plans to add this summer.
June 12
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“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.
June 12
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The regional BD opened its third new location in Texas this year.
June 7
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The wirehouse loses four more advisors to the regional BD.
June 7
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For First Republic, “the pain index is likely somewhere between excruciating and traumatic,” says one expert. But few realize how much the bank got for its money.
June 6
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Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4
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One advisor has more than three decades of experience in the business.
June 4
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One departing practice managed $100 million in assets.
May 30
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Several of the firm’s new hires are industry veterans with more than 30 years of industry experience.
May 20
