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Industry insiders have anticipated increased litigation following UBS and Morgan Stanley's exits from the Broker Protocol.
February 2
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This is the second time in recent weeks that the firm has poached talent from the wirehouse.
January 31
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John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.
January 30
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The advisor was drawn to the regional BD’s small culture.
January 25 -
CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.
January 25
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The former Edward Jones broker wanted to get back at his competitor for stealing a client.
January 25
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On Wall Street honors elite young producers at the regional BDs.
January 24
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The firm, which has roots going back 130 years, sees a way to potentially turbocharge growth.
January 23
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The move marks the firm's second hire in the past week.
January 19
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The advisors joined the firm's recently opened office in Flint, Michigan.
January 17
