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The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.
March 6
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The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3
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The group previously generated over $1 million in annual revenue.
March 3
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Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.
March 3 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1
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Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28
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The appointment follows a management realignment that occurred in the wake of Huntington's acquisition of FirstMerit last August.
February 28
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The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28
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The three recruits all have past work experience at A.G. Edwards.
February 27
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A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24
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The bank's current leader of Consumer Banking and Private Wealth Management will move to a new role spearheading initiatives to evaluate further fintech alliances.
February 24
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The regional firm's newest hire generated $926,000 while at the wirehouse, according to RBC.
February 24
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The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.
February 24
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The independent firm affiliated with Raymond James recruited six advisers for a new branch office.
February 24
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The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.
February 23
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Which banks are advisers moving to? Several recently jumped to BNY Mellon, U.S. Bank and M&T Bank from myriad financial institutions.
February 23
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The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.
February 21
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The planner-turned-RIA owner is an industry veteran of nearly four decades.
February 21
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The firm picked up one adviser each from Merrill Lynch and UBS.
February 17
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The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.
February 15
