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The four advisers had spent their entire careers at Merrill before making the switch.
July 12
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The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.
June 28
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The regional brokerage firm recruited its second wirehouse group this week.
June 27
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The wirehouse files for a restraining order in wake of move to Dynasty.
June 19
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New firm FallLine Securities caters exclusively to advisers serving ultrawealthy clients.
June 19
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On Wall Street annually spotlights the work of the industry's elite leaders.
June 13
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The Swiss firm picked up a team that oversaw approximately $900 million in client assets.
June 6 -
The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.
June 5
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The two advisers generated $7 million in annual revenue, according to their new employer.
June 2
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He concealed 300 transactions over two years while raking in millions of dollars, investigators say.
June 2
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The wirehouse had held back on finalizing some aspects of its fiduciary implementation plan until the rule's fate was clearer.
June 1 -
The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.
May 24
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The broker says the decision to switch firms was "an easy one."
May 17
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Led by a 33-year industry veteran, the group joins the regional firm from UBS.
May 16
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The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10
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The partnership “shows just how much technology is being democratized and customized,” according to one researcher.
May 10
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The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.
May 9
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Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.
May 8
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The newcomer from UBS will help oversee a unit that has grown to just over 3,000 advisers.
May 3 -
Each of the group's three advisers has more than 20 years of experience in the industry.
May 2
