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An industry veteran is among the crowd of talent departing firms that have exited the Broker Protocol.
December 11 -
Some of the new recruits joined from Morgan Stanley just prior to the firm's Broker Protocol exit.
December 7 -
Morgan Stanley and UBS's exit from the accord spurred a number of advisors to move up their planned career changes.
December 6 -
The firm's move shakes up the recruiting landscape yet again.
December 4 -
They're the latest mega group to join the boutique wealth manager.
November 30 -
Brokers' top questions and concerns about the protocol's demise answered.
November 30 -
With two wirehouses out, questions arise as to whether Merrill Lynch will follow suit.
November 27 -
While it was driven by the big firms’ desire to avoid litigation costs, there was a catalyst, without which I believe there would have been no pact.
November 16
Snowden Lane Partners -
Even those who don’t work for Morgan Stanley could find themselves in a Catch-22.
November 14 -
After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.
November 13 -
The brokers joined Wells Fargo's independent broker-dealer.
November 3 -
Four of the departures happened in New York following the firm's abrupt departure from the Broker Protocol.
November 2 -
The company has been benefited from aggressive recruiting, with its advisor headcount hitting a record 7,346.
November 1 -
Ron Kruszewski's comments came after Morgan Stanley abruptly exited the accord, potentially leading to more costly litigation.
October 31 -
The 15,000-plus-advisor firm's move could spur rivals to follow. Will the litigation return?
October 30 -
The move marks the second wirehouse grab this year for Kestra PWS with more to come, its CEO says.
October 30 -
The new hires are all industry veterans, two of whom have more than three decades of experience each.
October 27 -
The firm plans to add 1,000 new advisors and $47 billion in net new assets in 2017.
October 26 -
The group is the latest to join the boutique firm, which has been operating under new leadership.
October 26 -
The fast-growing independent firm has picked up more than two dozen advisors this year.
October 24














