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While the final revenue figure will not be available until late April, data through the third quarter suggests that bank wealth management businesses may match 2014's record revenue.
February 12
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Two veteran wirehouse advisors joined the independent firm Stratos Wealth Partners, an independent firm affiliated with LPL.
February 11 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.
February 10
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The group, Hoyt, Lewis, traces its roots to Waddell & Reed before joining LPL.
January 28 -
Depending on what is permissible under the Labor Department's forthcoming rule, "there will have to be adjustments on the part of the advisor and on the part of the firm," CEO Jim Cracchiolo says.
January 28
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The wirehouse veterans left to join Raymond James' employee channel.
January 27 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.
January 25
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The ex-Edward Jones advisor previously oversaw more than $100 million in client assets, according to Baird.
January 25 -
The prescription for holding on to top talent at the major brokerages starts with compensation, writes recruiter Mark Elzweig.
January 21
Mark Elzweig Co. -
CEO Paul Reilly said the fast growing firm's pretax income for its Private Client Group fell 25% year-over-year, and said market volatility was creating headwinds. Yet advisor ranks have climbed to record high.
January 21
