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They all spent over a decade at their former firm.
August 12 -
The hires hail from Morgan Stanley and Wells Fargo.
August 11 -
The new hires were previously at Merrill Lynch, UBS, and BB&T.
August 10 -
The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.
August 6 -
The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.
August 6 -
“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.
August 4 -
He's the second executive to depart the custodian in the past two weeks.
August 4 -
The new recruits cited their new employer’s technology platform as motivation for making the career change.
August 3 -
The new additions help offset some recent departures at the wirehouse.
August 3 -
The wirehouse added a pair of veteran advisors from its rival after picking up several new hires in recent weeks.
July 31 -
The Minnesota-based Falldin-Mattson Group was previously at Morgan Stanley.
July 29 -
An all-woman team joined the firm in Miami while a branch manager is installed in a new Northern California office.
July 29 -
Procyon Partners, which caters to UHNW clients and retirement plans, had a rocky separation from the same former firm.
July 28 -
The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.
July 24 -
Three of the quartet join the South Dakota office, while the fourth is in Washington state.
July 23 -
Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.
July 22 -
Mike Santomassimo is succeeding John Shrewsberry, who has held the role for the past six years.
July 21 -
The group had been at their previous firm for 14 years.
July 20 -
The new hire joins a fast-growing complex in Northern California.
July 20 -
The advisors are based in Florida, while the new executive will oversee the New York tri-state area.
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