Recruiting
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One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.
May 1 -
The advisors are the newest additions to the firm’s expanding brokerage ranks.
April 30 -
Independent Financial Partners aspires to be a “very, very small agent for change.”
April 30 -
The switch is the latest in a series of billion-dollar moves so far this year.
April 29 -
The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.
April 29 -
For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”
April 26 -
The regional BD adds two teams with $373 million in assets.
April 26 -
The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.
April 25 -
The company hopes to recruit new advisors by taking a version of its home office tour on the road.
April 25 -
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
April 23