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Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.
July 23![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/245e397/2147483647/strip/true/crop/3000x1688+0+22/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)
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The declining headcount comes even as the firm pulls in several big hires.
July 23
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It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.
July 23
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Analysts and advisors expressed surprise at the announcement.
July 22
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The wirehouse’s pipeline for incoming brokers is at a two-year high.
July 22
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More than half of RIAs aren't recruiting from other firms. This may be why.
July 22
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The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.
July 22
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The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.
July 22
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Wealth Enhancement Group has also grown organically by more than $1 billion each of the past two years.
July 18
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James Gorman dismissed any speculation after the unit posted record revenue and pretax profit in the second quarter.
July 18
![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/de64810/2147483647/strip/true/crop/3000x1688+0+22/resize/1440x810!/format/webp/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)
