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The team caters to athletes, entertainers, and entrepreneurs.
August 12
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They all spent over a decade at their former firm.
August 12
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The hires hail from Morgan Stanley and Wells Fargo.
August 11
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The new hires were previously at Merrill Lynch, UBS, and BB&T.
August 10
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The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.
August 6
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The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.
August 6
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“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.
August 4
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He's the second executive to depart the custodian in the past two weeks.
August 4
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The new recruits cited their new employer’s technology platform as motivation for making the career change.
August 3
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The new additions help offset some recent departures at the wirehouse.
August 3
