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The bank has picked up a few notable recruits this year, including a $6.6 billion team in April.
August 29 -
Claims and counterclaims fly as arbitration panel orders an advisor to repay $1.66 million in promissory notes, but that's not the last word in this nearly five-year long dispute.
August 29 -
Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.
August 27 -
This is the 14th new location the regional BD has opened so far this year.
August 23 -
Each of the three advisors has more than 20 years of experience in the business.
August 19 -
The bank has been courting wirehouse talent, but took a hit when a top team quit in June.
August 14 -
The new recruits come from Merrill Lynch and Stifel, with $165 million in total client assets.
August 14 -
The new recruits bolted from Morgan Stanley after nearly 20 years with the wirehouse and its predecessor firms.
August 9 -
The firm's most recent lawsuit over alleged non-solicitation violations centered on an advisor's thank-you cards to clients.
August 8 -
One team wanted more flexibility and time to manage their clients’ financial needs.
August 5