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The new recruits are not the first to trade in the wirehouse for the regional broker-dealer.
March 2
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The firm lost talent to rival B. Riley Wealth Management.
February 26
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The regional BD’s hiring streak continues even as it loses a manager who played a notable role in its expansion.
February 19
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The firm plans to bring in more customers by offering direct investments in private companies for the first time.
February 12
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The regional BD launched its 16th location in Texas — where it has scored several big hires in the past year.
February 7
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To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.
January 31
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The regional BD’s new hires in January have averaged more than $100 million in AUM.
January 23 -
The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.
January 3 -
The wins came at the expense of Merrill Lynch, UBS, Raymond James and Wells Fargo.
December 13 -
On the losing side of this exchange: Wells Fargo, UBS and Merrill Lynch.
December 3
