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Bill Drew had been with Morgan Stanley and predecessor firm Smith Barney since 1995.
February 28 -
There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.
February 27 -
The group is comprised of 11 advisors and client service associates.
February 26 -
One of the two new hires is an industry veteran of 34 years.
February 15 -
Two advisors who joined Alex. Brown after the Deutsche Bank acquisition in 2016 seek to void the FINRA panel's arbitration decision in a court challenge.
February 7 -
Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.
February 4 -
In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.
January 30 -
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An uptick in retirements dampened the firm’s efforts to expand its brokerage ranks.
January 24 -
In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.
January 23 -
An analyst expects “solid” recruiting figures for the fourth quarter after the No. 1 IBD added the five-advisor group plus an ex-Raymond James bank program.
January 17 -
Advisors report what they love — and hate — about tech at companies holding client assets.
January 4 -
The regional brokerage isn’t slowing down its recruiting efforts.
December 28 -
The advisors joined the firm’s employee and independent broker-dealer units.
December 24 -
The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.
December 14 -
The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.
December 5 -
Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.
December 5 -
Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.
December 5 -
Here is the second segment of the Top 100 Bank Advisors. The top 25, as well as those who ranked 51-100, are included in the corresponding slideshows.
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