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Two wirehouse veterans are the latest to join a fast growing independent firm.
August 16 -
John and Cary Kortze opened Steward Partners' 16th branch office.
July 23 -
While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.
June 26 -
By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.
May 29 -
Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.
May 7 -
The team is the latest in a stream of advisors who are leaving the wirehouse for smaller rivals.
May 1 -
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
April 11 -
Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.
April 2 -
Frustrated by the limitations of working at a bank-owned brokerage, advisors Randy and Matthew Price opted to join the independent firm in Houston.
March 26 -
At Merrill "it felt like we shifted away a little bit in recent years from the core focus of wealth management," advisor Matthew Spradlin explains.
February 26