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The firm's newest recruit is a veteran broker from Morgan Stanley.
May 31
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Wealth management leaders are weathering current markets while aiming to jumpstart AUM growth with expanded client services and new tech tools.
May 31
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Two veteran advisers joined the independent firm, which is affiliated with Raymond James.
May 31
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Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.
May 26
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The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.
May 26
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The recruit generated $1.7 million in annual production before making the move.
May 23
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Three weeks after the broker killed himself, the firm agreed to a confidential settlement with his wife for an undisclosed amount.
May 19 -
The recruits generated $1.8 million in annual production before making the move.
May 19
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Recent market and economic headwinds have dampened growth at all three firms, which have been striving to grow through recruiting and acquisition deals.
May 18
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TPM-affiliated banks and credit unions posted a significant 17% bump in fee business in 2015, a welcome development given the new fiduciary rule.
May 18
