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The advisors joined the regional BD from UBS.
October 11 -
The wirehouse has experienced attrition while the regional BD has been on a hiring streak.
September 11 -
The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.
September 9 -
This is the 14th new location the regional BD has opened so far this year.
August 23 -
The new recruits come from Merrill Lynch and Stifel, with $165 million in total client assets.
August 14 -
These and other firms are building brands that appeal to advisors. Here’s how.
August 12Elite Consulting Partners -
Danny Ludeman had worked at the wirehouse from 1999 to 2014.
August 6 -
One advisor has worked at Securian for his entire career.
July 31 -
The firm has been picking off talent from rivals, primarily wirehouses.
July 30 -
The new recruits managed over $300 million in client assets.
July 25