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The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1 -
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24 -
The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.
February 24 -
The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.
February 23 -
It’s the third wirehouse team to move to HighTower's outsourcing service this year.
February 21 -
The planner-turned-RIA owner is an industry veteran of nearly four decades.
February 21 -
The team has formed Samara Capital and joined platform tru Independence.
February 13 -
A look at which wirehouse and regional firms have been the most successful in attracting top recruits – and how things may shape up this year.
February 7 -
The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1 -
The new recruits joined the firm's independent and employee channels.
January 25