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The team includes identical twin brothers and an industry veteran of nearly 30 years.
June 26
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They play a critical role in recruiting and supporting advisers. See who made the cut for this year's honoree list.
June 26
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The regional firm continues to snatch multi-million dollar teams from the wirehouses.
June 23
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The new recruits, who previously worked at Wells Fargo Advisors and Janney Montgomery Scott, also pointed to the firm's affiliation with Raymond James in making the move.
June 19
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They left to have more freedom in how they work with their clients, one of the new hires says.
June 19
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So far this year, at least 9 banks switched their investment services programs to new third-party broker dealers. One outsourced its broker-dealer operations to a TPM for the first time.
June 14
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More banks are implementing second-story adviser programs as they embrace advice-based client relationships in the wake of the fiduciary rule.
June 13
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Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.
June 12
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Although revenue fell for the FP50, most firms upped their AUM.
June 12
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Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.
June 8
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More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.
June 7
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Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?
June 7
Employee Benefit News and Employee Benefit Adviser -
Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.
June 7
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The investment services programs of Athens Federal Community Bank and Androscoggin Bank command $201 million in client assets.
June 1 -
A clear path has emerged after historic revenue drops among the top independent broker-dealers.
June 1
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See which independent broker-dealers outpaced their peers at the top line.
June 1
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June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.
May 31
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The advisers say they want provide better services to female clients.
May 31
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The firm picked up teams from Merrill Lynch and Wells Fargo.
May 25
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We've reshuffled our top 25 program managers to list them solely by team production. Here are the top 15.
May 24
