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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 -
The broker says the decision to switch firms was "an easy one."
May 17 -
Led by a 33-year industry veteran, the group joins the regional firm from UBS.
May 16 -
The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10 -
The partnership “shows just how much technology is being democratized and customized,” according to one researcher.
May 10 -
The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.
May 9 -
Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.
May 8 -
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