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The firm and fellow regionals continue to take advantage of hiring cutbacks at wirehouses.
August 25 -
Which banks are advisors moving to? One recently jumped to Woodforest National Bank from Merrill Lynch. Eight others switched to Arvest Bank, Northern Trust, Union Bank, U.S. Bank and Wilmington Trust from myriad financial services firms.
August 23 -
The regional broker-dealer adds another team to its roster while wirehouses continue to scale back on recruiting.
August 23 -
The loss comes even as the firm has been acquiring new breakaway teams and RIAs.
August 22 -
Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.
August 22 -
With these latest additions, the regional firm furthers its Southeast expansion.
August 21 -
The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.
August 21 -
The three-adviser group joins the regional firm from Oppenheimer & Co.
August 21 -
The new hires are the latest recruits to join the regional firm.
August 17 -
Six executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Umpqua Bank, U.S. Bank and CUNA Brokerage Services. Find out who they are and what their new roles entail.
August 17 -
Phil Shaffer says changes in the business necessitated a career change if he was to maintain an edge in serving clients.
August 16 -
The new hire previously managed three UBS locations that generated $110 million annual revenue, according to the regional broker-dealer.
August 15 -
Securities America adds 10 advisors in the second recent poach by a Ladenburg Thalmann firm.
August 14 -
Two of the groups joined the regional firm from Morgan Stanley.
August 14 -
The advisor says he joined the regional broker-dealer to focus on his core business of financial planning.
August 14 -
The Dynasty-affiliated RIA manages around $15 million on average per client.
August 9 -
The country’s sixth-largest IBD is shifting its management ranks in a change prompted by the fiduciary rule.
August 8 -
Rob Comfort will lead sales operations and develop the firm's network of 400 advisors at more than 250 credit unions nationwide.
August 7 -
Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.
August 7 -
The move marks the second wirehouse poach for the firm in as many months.
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