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The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.
March 21 -
The new recruits are the latest to join the regional firm from Wells Fargo.
March 20 -
Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.
March 17 -
The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.
March 16 -
The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.
March 15 -
The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.
March 15 -
The new hires join the regional BD from Baird.
March 15 -
The new recruit is focused on serving the Brazilian market, according to the firm.
March 14 -
Morgan's latest hires oversaw about $575 million, On Wall Street learns exclusively.
March 13 -
The growing independent firm has recruited five ex-wirehouse planners since the start of the year.
March 13 -
The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.
March 9 -
Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.
March 8 -
The former Wells Fargo executive will command a team of 10 local private bankers in the Hudson Valley and metro New York market.
March 7 -
The firm sold 100% of ownership interests in its asset management and family office units.
March 7 -
The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.
March 7 -
Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.
March 7 -
The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.
March 6 -
The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6 -
Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.
March 6 -
The six-member team serves ultrahigh-net-worth investors and families.
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