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The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.
April 29
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The move will merge capital-markets teams across wealth management and the investment bank in the U.S.
April 25
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Is there a lesson for other advisors considering a career change?
April 24
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The firm is benefiting some referrals from Bank of America’s other business units.
April 16
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Headcount is down more than 1,250 since a fake accounts scandal came to light in 2016.
April 16
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The firm’s latest hires come at the expense of Oppenheimer & Co. and UBS.
April 15
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President Andy Sieg sees room to add to the firm’s ranks in novel ways.
April 11
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The new hires include two former Raymond James advisors who had spent 21 years at the company.
April 5
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The firm’s latest hires come at the expense of Wells Fargo, Merrill Lynch and UBS.
April 3
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The new hires join from rivals Merrill Lynch, Hilliard Lyons, Charles Schwab and Wells Fargo.
April 1
