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The two planners generated over $1 million in production, according to the regional firm.
February 8 -
The former planner says she was wrongfully terminated and that she did not agree to settle with the wirehouse.
February 8 -
A look at which wirehouse and regional firms have been the most successful in attracting top recruits – and how things may shape up this year.
February 7 -
The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1 -
The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31 -
The firm also scooped up a market manager from Stifel.
January 30 -
The wirehouse also reported record revenue of over $2 billion for the recent quarter.
January 27 -
On Wall Street's annual ranking of successful young planners.
January 26 -
The recruit generated $2 million in annual production, according to Merrill.
January 26 -
The wirehouse's new hires oversaw $466 million in client assets, according to a spokesman.
January 25 -
On Wall Street's annual ranking of successful young planners.
January 25 -
The adviser reversed course after Merrill Lynch unveiled plans to phase out commission-based retirement accounts as part of its plan to comply with the Department of Labor's fiduciary rule.
January 24 -
On Wall Street's annual ranking of successful young planners.
January 24 -
Growing RIA now has over $3 billion in assets as footprint expands.
January 23 -
On Wall Street's annual ranking of successful young planners.
January 23 -
One of the bank's new recruits comes from the wirehouse's elite Private Banking & Investment Group, which serves ultrawealthy clients.
January 20 -
Their attorney said he would instead file claims in arbitration.
January 18 -
Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.
January 18 -
One of the new recruits says his group was attracted to the firm's platform and culture.
January 17 -
The spat between the firms started when the regional BD recruited a group of advisers who collectively oversaw about $1.1 billion in client assets.
January 17




















