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The firm is targeting elite advisors who cater to high-net-worth and ultrahigh-net-worth clients.September 14
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Some of the recently acquired advisors will open branch offices for the growing BD.September 10
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Financial advisor Lazetta Rainey Braxton describes tangible methods for opening minds and advisory practices.September 4
Financial advisor2050 Wealth Partners
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The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.September 4
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“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.August 28
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The group includes an advisor who started his career at Merrill in 1977.August 25
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This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.August 25
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The slate of new hires come from several competitors including Wells Fargo and Edward Jones.August 25
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The new recruits include a 34-year industry veteran.August 24
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The move is one of the largest of the year.August 24
