Recruiting
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The firm picked up teams from Merrill Lynch and Wells Fargo.
May 25 -
The new hire previously generated $1.4 million in annual revenue, according to his new employer.
May 24 -
The regional firm’s new recruits joined in two locations.
May 24 -
The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.
May 24 -
Advizr has attracted more than 400 advisory firms and is close to a new round of funding.
May 24 -
It seems that a long bull market in transition deals may be coming to an end.
May 23 -
The group opted to join HighTower, which has added nine teams so far this year.
May 22 -
The firm’s newest team left Wells Fargo’s independent channel.
May 18 -
The move is the latest in a string of new hires at the regional brokerage firm.
May 18 -
The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.
May 18 -
The broker says the decision to switch firms was "an easy one."
May 17 -
The firm's latest hires joined from regional brokerage D.A. Davidson.
May 17 -
The broker who specializes in international clients joined Bolton Global Capital.
May 17 -
Led by a 33-year industry veteran, the group joins the regional firm from UBS.
May 16 -
The regional firm's latest hires come just a week after it hired a Morgan Stanley branch manager.
May 15 -
The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.
May 15 -
The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.
May 15 -
"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
May 12 -
As university planning programs churn out the next generation, RIAs may want to drop by campus.
May 12 -
The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.
May 11


















