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The broker is an industry veteran and was a member of Morgan Stanley's chairman's club.
October 23
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The move is the latest in a series of departures from the wirehouses to smaller independent firms.
October 23
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As a result of CEO James Gorman’s strategic moves, the firm earns the biggest share of revenue from wealth management of the six biggest U.S. lenders.
October 18
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The company's broker headcount declined slightly, but it remains the largest wirehouse by number of advisors.
October 17
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The regional firm, which has been a recruiting tear, pulled its newest hires from Morgan Stanley and Wells Fargo.
October 13
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The wirehouse picked up two veteran advisors, each with more than 20 years of industry experience.
October 12
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The recruits are a boost to the growing regional firm's footprint.
October 10
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Greg Fleming was tapped to become CEO of the newly formed Rockefeller Capital Management.
October 4
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The new hires join the wirehouse from rivals Morgan Stanley and Merrill Lynch.
September 29
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The regional BD is on a recruiting roll, having poached two of the wirehouse’s teams this week.
September 28
