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The group previously generated over $1 million in annual revenue.
March 3 -
The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28 -
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24 -
The independent firm affiliated with Raymond James recruited six advisers for a new branch office.
February 24 -
Intense competition and the advent of the fiduciary rule are prompting financial institutions to consider making select purchases.
February 13 -
The annual ranking of successful young planners.
February 13 -
We've reshuffled our top 100 bank advisers to list them solely by fee business. Here are the top 25.
February 12 -
A close look at how the regional BD wooed over recruits and how it hopes to benefit from its revival of an iconic brand.
February 6 -
Morgan Stanley, Merrill Lynch and the other wirehouses gained and lost several standout recruits.
February 2 -
The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31