Recruiting
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The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.
October 9 -
The wirehouse plucked the trio from Wells Fargo
October 8 -
The regional BD picked off teams from Merrill Lynch, UBS and Raymond James in a (mostly) September sweep.
October 8 -
The company plans to expand services to the high-net-worth by doubling the number of its advisors, its wealth management head says.
October 6 -
The multigenerational group includes a grandfather, father and son.
October 5 -
The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.
September 30 -
Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.
September 29 -
As Wells Fargo CEO Charles Scharf himself admitted, it’s an excuse — and a weak one.
September 25 -
The company has been experimenting with ways to recruit more women and minorities, including a program to hire professionals who had left banking.
September 24 -
Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.
September 22