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The wirehouse said it recruited the advisors from Credit Suisse.
November 19
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The wirehouse pulled over four teams from Credit Suisse.
November 18
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Advisors can assist their aging clients having a hard time keeping a family-run business in the family.
November 17 -
In one of the largest moves, the wirehouse picked up a team from Credit Suisse that generated $6.4 million in annual revenue and oversaw $610 million in client assets.
November 17
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The wirehouse is taking a personalized approach, says Mary Mack, head of Wells Fargo Advisors: "We are learning more about them and they are learning more about us."
November 11
