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The regional BD has been picking off talent from its largest wirehouse rivals on its recent hiring streak.
November 7 -
When an unusual recruiting deal between Credit Suisse and Wells Fargo went awry, years of broker frustration, severe attrition and litigation followed. Also at stake: Up to $245 million in back pay.
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The departures include a team that managed $380 million.
October 25 -
The firm added its 16th office this year, part of its bid to attract talent from rival firms.
October 22 -
Scandals and frayed relations with much of Washington have dragged on the stock for more than three years.
October 22 -
New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.
October 17 -
The bank has lost a net 1,300 advisors since a fake accounts scandal came to light three years ago.
October 15 -
Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.
October 8 -
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