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This is the second time Jefferies has poached Miami-based adviser talent from the wirehouse.
July 17 -
Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.
July 17 -
The firm's headcount has steadily declined since the bogus account scandal came to light last year.
July 14 -
Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.
July 14 -
Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.
July 13 -
The broker now operates from Ameriprise's independent side, according to the company.
July 13 -
The four advisers had spent their entire careers at Merrill before making the switch.
July 12 -
The firm is adjusting to more investors opting for low-cost funds over active management.
July 12 -
The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.
July 11 -
The latest hires join the regional firm from Wells Fargo and RBC.
July 11 -
Wealthy clients are demanding more services and help planning their lives, the regional firm says.
July 11 -
The firm isn't the only one benefiting from a still strong breakaway movement.
July 7 -
His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.
July 6 -
Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'
July 6 -
The advisers once oversaw approximately $750 million in client assets, according to Barron's.
July 5 -
How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.
July 3 -
Here's how to create a corporate culture that advisers and clients want to be associated with.
July 3
Life Planning Partners -
The new hires joined the regional firm from AllianceBernstein.
June 29 -
The new hires generated almost $2 million in annual revenue, according to the regional firm.
June 29 -
The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.
June 28






















