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After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.June 24
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The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.June 23
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Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.June 12
Technology EditorFinancial Planning
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The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.June 9
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One team is among the top producers in their region, and the other spent more than two years assessing potential employers.June 8
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“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.May 19
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How they’re hiring, striving and even thriving under new conditions.May 18
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Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.May 8
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In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.May 8
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Lawsuit claims woman advisor was denied revenue opportunities and administrative support amid an alleged climate of harassment and discrimination.April 30
