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The revamped toolset includes financial planning software and fraud and identity theft protection.
February 8
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Industry insiders have anticipated increased litigation following UBS and Morgan Stanley's exits from the Broker Protocol.
February 2
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The four-member group previously generated about $2.5 million in annual revenue.
January 31
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Frequent recruitment adds to the firm’s bench after stemming an outflow of talent late last year.
January 30
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On Wall Street honors elite young producers at the regional BDs.
January 24
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Advisors have been ditching some of the larger firms for greater latitude.
January 11
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The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10
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Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
January 3
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The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.
January 3
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The firm has been driving its expansion, pulling in talent from its competition.
December 28
