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Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.
May 9
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Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.
May 8
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The group generated over $7 million in annual revenue, On Wall Street learns exclusively.
May 8
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The two advisers had been with the wirehouse for more than a decade.
May 8
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The duo launched a new independent practice with the firm's Investment Advisors Division.
May 5
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From health care expenses to taxes, how planners can help clients strategize.
May 5
Life Planning Partners -
The new recruit joins after the regional firm paid $150 million to settle a lawsuit brought by an SEC receiver.
May 4
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A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.
May 4
Mercer Advisors -
The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.
May 4
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Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.
May 3
