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Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.
May 5
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The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.
April 21
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“Through these difficult times, we are able to work remotely and seamlessly” thanks to the firm's digital tools, ex-RBC advisor says.
April 16
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The advisor joined before states and cities began ordering businesses to close and residents to shelter in place.
April 8
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The firm’s CEO told staff there would be no headcount reduction in 2020 even as other industries have furloughed workers in droves.
April 2
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New hires follow two big additions last month that had AUM topping $2 billion.
March 6
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From travel bans to working remotely, here is how firms including Wells Fargo, Edelman, RBC and others are preparing for a possible pandemic.
March 3
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The regional BD has had a successful run picking off top teams from the wirehouse.
February 24
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