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One of the new hires is an industry veteran of 50 years.
February 25
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If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."
February 20
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The bank has been striving to lure away top talent from the wirehouses.
February 20
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Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.
February 19
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One of the two new hires is an industry veteran of 34 years.
February 15
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Thomas Buck misled clients in order to charge them excessive commissions, according to federal prosecutors.
February 15
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After half a century, Christopher Sargent is making his first career change.
February 14
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The recruits will operate from a new Cincinnati office.
February 14
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The former broker bilked more than a dozen former clients over an eight-year period, prosecutors said.
February 14 -
The $314 million team made the change after deciding it was a better fit culturally
February 13
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“We got to the point where we wanted a pure fiduciary relationship with clients,” Perry Mattern says.
February 12
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He’s the latest broker to leave a wirehouse for a regional BD.
February 6
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The firm’s hot recruiting streak continues into 2019.
January 29
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Monthly charges are the area in which there’s the most variation amongst broker-dealers, writes recruiter Mark Elzweig.
January 25
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The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.
January 23
