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The new additions include an advisor with five decades of experience in the business, plus his two sons.
June 11
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The newly independent advisor oversaw $92 million in client assets.
June 10
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One team is among the top producers in their region, and the other spent more than two years assessing potential employers.
June 8
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Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.
June 3
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More than 300 reps have switched BDs so far this year, with LPL and Cambridge Investment Research completing the two largest grabs.
May 27
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The wirehouse, which has reduced recruiting efforts, enticed the team over from AllianceBernstein.
May 26
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The advisors had logged seven years at their former wirehouse.
May 26
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A former craft brewer and an ex-rugby star went indie with Gladstone Financial Resources Group.
May 26
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The changes follow new leadership of the bank’s recently unified wealth management operations.
May 20
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“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.
May 19
