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Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.
July 13 -
The four advisers had spent their entire careers at Merrill before making the switch.
July 12 -
The online experience should reflect what it’s like to work with you.
July 12 -
The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.
July 11 -
The advisers once oversaw approximately $750 million in client assets, according to Barron's.
July 5 -
The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.
June 28 -
Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.
June 26
Mark Elzweig Co. -
The wirehouse said recently it plans to stop recruiting experienced advisers, but made an exception if talks with recruits started before June 1.
June 15 -
On Wall Street annually spotlights the work of the industry's elite leaders.
June 13 -
Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.
June 12 -
The new hires joined Merrill from Morgan Stanley.
June 12 -
The firm's newest broker generated $1 million in annual revenue while at Baird, an RBC spokeswoman said.
June 9 -
Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.
June 8 -
The Swiss firm picked up a team that oversaw approximately $900 million in client assets.
June 6 -
The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.
June 5 -
The two advisers generated $7 million in annual revenue, according to their new employer.
June 2 -
The wirehouse's latest hire has 21 years of industry experience.
May 31 -
The advisers say they want provide better services to female clients.
May 31 -
The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.
May 30 -
The firm picked up teams from Merrill Lynch and Wells Fargo.
May 25


















