Recruiting
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The wirehouse has experienced attrition while the regional BD has been on a hiring streak.
September 11 -
The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.
September 9 -
The Bay Area advisors had worked at Merrill for nearly two decades.
September 4 -
The bank has picked up a few notable recruits this year, including a $6.6 billion team in April.
August 29 -
A financial planner serving entrepreneurs decided to become an entrepreneur himself.
August 28 -
At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.
August 28 -
Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.
August 27 -
The RIA founded by former Barclays advisors caters to ultrawealthy clients.
August 27 -
This is the 14th new location the regional BD has opened so far this year.
August 23 -
The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.
August 21
