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Done smartly, adding a new team member can re-energize a practice, experts say.
April 20 -
A look at starting payouts for wealth managers under 2017 compensation plans.
April 20 -
Where can a wealth manager max out his or her pay? We take a look at starting payouts under 2017 comp plans.
April 19 -
The four advisers are the latest to bolt from Wells Fargo's Profit Formula platform.
April 19 -
A comparison of starting payouts under this year's compensation plans.
April 18 -
The wirehouse's executives think they've struck on the right formula to boost growth through a simplified comp plan, greater autonomy and an attractive retirement package.
April 17 -
A look at starting payouts for elite wealth managers.
April 17 -
The settlement is the third major regulatory payment the BD has incurred in the past year. A branch manager associated with the Jay Peak case has also left the firm.
April 17 -
The group includes a father-daughter duo who have worked together for 25 years.
April 13 -
The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.
April 12 -
The firm's latest hire has nearly three decades of industry experience.
April 6 -
The advisers oversaw nearly $900 million in combined AUM, and moved to Morgan Stanley, Raymond James and HighTower.
April 5 -
William Blake, the independent firm's 10th hire this year, says he was attracted by the chance to become a partner.
April 3 -
Tim Killgoar, the director of strategy and consulting, will succeed John Houston.
March 23 -
The ex-Morgan Stanley advisers say their niche practice, which is geared toward women and divorcees, will be better supported by Raymond James' platform.
March 23 -
The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.
March 22 -
The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.
March 21 -
Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.
March 20 -
The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.
March 16 -
One planner says there's no reasonable basis for a delay, while another says he can't afford all the compliance costs.
March 16












