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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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More often than not, wirehouses were on the losing side of these moves.
December 30
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It’s the second biggest move in 2019, and includes an advisor featured in On Wall Street’s Top 40 Under 40.
December 4 -
Two dozen advisors left the wirehouse in recent months to join the regional BD.
November 1
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The firm has been hiring advisors aggressively, attracting talent with its culture and technology.
June 27
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The advisors managed more than $225 million in combined client assets.
May 30
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The regional BD has approximately 1,800 advisors.
May 14
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For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”
April 26
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On Wall Street analyzes starting payouts at leading wealth management firms.
April 22
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On Wall Street presents its annual analysis of base pay at wirehouse, regional and national broker-dealers.
April 17 -
Janney, RBC and Edward Jones are three firms that have modified how they deliver coaching and training to advisors.
April 15
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It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.
April 3
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Aggressive hiring practices at regional broker-dealers aren’t slowing down.
March 8
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A hiring binge is pushing headcount to record highs at firms including Baird and Raymond James. But can it last?
March 5
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About 19% of adults support elderly family members in some way.
February 13
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Reva Shakkottai has been with the firm for a decade.
February 8
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