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One of the new recruits says his group was attracted to the firm's platform and culture.
January 17 -
The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.
January 6 -
The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20 -
Four important things to bear in mind if you are considering joining a network of independent RIAs.
December 15Focus Independence -
The advisers are the first to obtain startup capital from the firm.
December 7 -
The advisers had about $1.5 million in annual revenues when they were at the wirehouse, according to the regional firm.
December 6 -
If you plan to join another firm or go indie, you’d better reacquaint yourself with this landmark agreement first.
November 3 -
A $2.2 billion Morgan Stanley team's move to independence shows how breakaways use shell companies to take advantage of the legal pact, and why more than 1,500 firms have signed on.
October 18 -
The new recruits are the 10th team to join HighTower this year.
October 18 -
Here’s what advisers need to know for a successful transition.
October 10Mark Elzweig Co.