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The seven new hires joined both the independent and employee channels.
December 14 -
The UBS advisor switched firms before his old employer officially exited the Broker Protocol.
December 12 -
An industry veteran is among the crowd of talent departing firms that have exited the Broker Protocol.
December 11 -
Some of the new recruits joined from Morgan Stanley just prior to the firm's Broker Protocol exit.
December 7 -
Meet the best of the best in the bank channel. Read about how they approach their jobs, how they serve clients and how they made the list.
December 6 -
The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.
December 6 -
Here we conclude with 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 6 -
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 6 -
Here is the second segment of the Top 100 Bank Advisors. Check out the top 25, as well as those who ranked 51-100, in separate slideshows.
December 6 -
A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.
December 6 -
Which banks and credit unions are advisors moving to? Eight recently jumped to Union Bank, Wilmington Trust and other institutions from J.P. Morgan Chase, PNC Bank, Wells Fargo and City National Bank, among others.
December 5 -
The advisors made their career change just prior to UBS's exit from the Broker Protocol on December 1.
December 4 -
Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.
December 1 -
Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.
November 27 -
Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.
November 27 -
The wirehouse advisors joined the firm's independent broker-dealer.
November 27 -
The firm has cast a wide recruitment net, luring practices large and small.
November 20 -
17 great reads planners recommend to their colleagues and clients.
November 17 -
The moves comes amid uncertainty about the future of the Broker Protocol.
November 10 -
The independent firm affiliated with Raymond James has been on a recruiting tear this year.
November 6
















