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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
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The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.
January 22
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The regional BD started its 2019 recruiting year with a bang.
January 22
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The regional BD has been on a red-hot recruiting streak.
January 18
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The four-person team is the first 2019 hires for the boutique bank.
January 16
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“The thundering herd is on the move,” boasts Andy Sieg, head of Merrill Lynch.
January 16
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The firm has lost more than 1,100 advisors since a phony accounts scandal came to light in 2016.
January 15
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The research firm’s headcount and related job forecast are based on a highly elastic idea.
January 14
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The firm’s newest recruits come from Merrill Lynch and Wells Fargo.
January 14
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Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.
January 11
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The regional brokerage isn’t slowing down its recruiting efforts.
December 28
