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They made the move in part because of the marketing and research resources the firm offers, says new hire Todd Kissel.
August 2 -
The regional bank is looking to broaden its wealth management offerings and recruit additional financial advisers.
July 28 -
The new hires joined a recently opened branch in Tuscon, Arizona, continuing a push west for the regional firm.
July 27 -
"This is a challenging time for the firm with the DoL rule," CEO Paul Reilly said.
July 27 -
The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.
July 17 -
Depending on business mix, some advisers could see a pay cut.
July 17 -
Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.
July 17 -
The engine of future growth for the top independent broker-dealers is likely to be fees.
July 14 -
"With 15,000 financial advisors, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.
July 14 -
The broker now operates from Ameriprise's independent side, according to the company.
July 13