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The firm lost talent to rival B. Riley Wealth Management.
February 26
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The regional BD has had a successful run picking off top teams from the wirehouse.
February 24
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The regional BD’s hiring streak continues even as it loses a manager who played a notable role in its expansion.
February 19
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The former Cetera advisors joined the firm’s employee channel.
February 14
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The firm plans to bring in more customers by offering direct investments in private companies for the first time.
February 12
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The regional broker-dealer is coming off a big recruiting year.
February 10
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The regional BD launched its 16th location in Texas — where it has scored several big hires in the past year.
February 7
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The regional broker-dealer has long been among the industry’s most aggressive recruiters.
February 3
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To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.
January 31
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Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.
January 31
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The regional BD’s new hires in January have averaged more than $100 million in AUM.
January 23 -
The firm typically trains its own advisors in lieu of recruiting talent from the competition.
January 16
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The recruits include a father-son duo from UBS.
January 14
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The regional broker-dealer is among the industry’s most aggressive recruiters.
January 10
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The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.
January 3 -
Among the new recruits is an 11-person team.
December 30
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More often than not, wirehouses were on the losing side of these moves.
December 30
