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We've selected 8 up-and-comers who we feel are on track to become one of our Top 100 bank advisers down the road.
February 1 -
Information overload is a major problem, say young bank advisers. See how they help their clients make sense of it all.
February 1 -
Dawn Fitzpatrick's selection is Soros' seventh chief investment officer since the departures of traders Stanley Druckenmiller and Nicholas Roditi in 2000.
February 1 -
The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31 -
The new hire signed on to the regional broker-dealer during a recent wirehouse recruiting binge.
January 31 -
The firm also scooped up a market manager from Stifel.
January 30 -
The new recruit generated more than $1 million in annual revenues, according the regional firm.
January 26 -
The recruit generated $2 million in annual production, according to Merrill.
January 26 -
The wirehouse's new hires oversaw $466 million in client assets, according to a spokesman.
January 25 -
The new recruits joined the firm's independent and employee channels.
January 25 -
The adviser reversed course after Merrill Lynch unveiled plans to phase out commission-based retirement accounts as part of its plan to comply with the Department of Labor's fiduciary rule.
January 24 -
The firm's latest hire had spent 17 years at Raymond James and its predecessor firm, Morgan Keegan.
January 24 -
Recruits from Morgan Stanley and RBC joined the independent firm affiliated with Raymond James.
January 24 -
The former Fidelity RIA head replaces a 30-year company veteran.
January 23 -
The new recruit joins the regional BD from Hilliard Lyons.
January 23 -
Growing RIA now has over $3 billion in assets as footprint expands.
January 23 -
One of the bank's new recruits comes from the wirehouse's elite Private Banking & Investment Group, which serves ultrawealthy clients.
January 20 -
11 executives were recently tapped to lead wealth management and related investment services teams at Bank of the West, BNY Mellon, Key Private Bank and U.S. Bank. Find out who they are and what their new roles entail.
January 19 -
One of the new recruits says his group was attracted to the firm's platform and culture.
January 17 -
The move comes as a surprise; "active search" for a replacement underway.
January 13






















