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John and Cary Kortze opened Steward Partners' 16th branch office.
July 23 -
Money pouring into the advisory business is making one prominent banker nervous.
July 22 -
Advisor attrition is up at the beleaguered firm, but it doesn't have to be.
July 20
Elite Consulting Partners -
Allison Felix was promoted after 17 years at the firm, part of a transitional process to eventually become CEO.
July 20 -
Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
July 19 -
These mega brokers managed $18 billion in assets at their previous firms.
July 19 -
The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.
July 18 -
Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.
July 18 -
Wirehouse policy changes are bearing fruit and leaving advisor career options in flux.
July 18 -
"Tools like Slack are great, but they cannot communicate your culture," said Patrick Tucker, founder of True Measure Advisors.
July 18












