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The recruit joined a practice opened by a former complex director from the same wirehouse.
August 25
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The wirehouse advisers generated a combined $2 million in annual revenue at the time of their departure.
August 24
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Former Philadelphia Eagles player Merrill Robertson Jr. funded "luxurious" lifestyle with life savings of football coaches, complaint says.
August 11
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Paul Morris is one of a growing number of recruits that the wirehouse has rehired after they had previously left the firm.
August 11
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The recruit switched wirehouses again after 7 years.
August 4
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Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.
August 2
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The seven recruits made the move from three wirehouses, Raymond James and Stifel.
August 1
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Top advisers are using these strategies to create well-balanced portfolios.
August 1
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Seven recruits made the move to either the firm's employee or independent channels.
July 28
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Several of the largest moves this year show top talent is looking beyond traditional choices.
July 20
