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The broker-dealer nabbed three planners from Wells Fargo, one from Morgan Stanley.
November 2
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A focus on productivity has resulted in attrition of lower producing brokers, the firm says.
November 2
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The firm is working hard to lure advisors away from its larger rivals, said CEO Ronald Kruszewski.
November 1
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It’s the second big hiring announcement by the regional BD within the past week.
October 30
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The group includes several industry veterans, one of whom has 50 years of industry experience.
October 29
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The firm’s broker ranks expanded to 7,813 independent and employee advisors, a new high.
October 25
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The firm has streamlined its leadership structure and overhauled its marketing strategy.
October 25
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Kelly Coffey will succeed Russell Goldsmith as CEO of City National, a Los Angeles-based unit of RBC.
October 25
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A lawsuit filed by an ex-client was granted class action status after the firm failed to keep the dispute out of court.
October 24
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Jim Cracchiolo aims to boost the number of clients receiving comprehensive plans through a series of tech upgrades for advisors next year.
October 24
