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The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.
May 15 -
Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.
May 10 -
Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.
May 8 -
The duo launched a new independent practice with the firm's Investment Advisors Division.
May 5 -
The two veteran advisers were legacy Morgan Keegan, a brokerage Raymond James acquired in 2013, On Wall Street learns exclusively.
May 4 -
The new recruit joins after the regional firm paid $150 million to settle a lawsuit brought by an SEC receiver.
May 4 -
The newcomer from UBS will help oversee a unit that has grown to just over 3,000 advisers.
May 3 -
Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.
May 3 -
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