The Practice: Staffing and recruiting
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January 28, 2019Advisor Moves: JPMorgan Loses FA to Small RivalPlus: Beacon Investment acquisition.No Comments
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January 25, 2019Merrill Lynch Loses $300M FA Team to This RivalMeanwhile, LPL has nabbed a $350 million practice from Kestra.No Comments
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January 25, 2019Large $650M Morgan Stanley FA Team Goes IndieAdvisors who founded Opal Wealth Advisors previously managed $650 million.No Comments
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January 25, 2019Raymond James CEO Shares Strategy for Fighting Business Impact of Market VolatilityThe strategy includes managing expenses and slowing down recruiting for some open positions.No Comments
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January 25, 2019Most RIA Firms Hiring More Staff in Next 12 Months, Says SchwabCompensation and staffing make up around 73% of a firm’s expenses, but RIAs realize the need to attract and retain talented workers.No Comments
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January 25, 2019Wealth Enhancement Group Acquires $500M Indie PracticeThe acquisition marks the firm’s second in Wisconsin in nine months.No Comments
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January 25, 2019Dynasty Closes In-House Wealth Management UnitThe unit’s director left in December and it’s unclear how much of the assets moved with him to Magnus Financial Group.No Comments
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January 24, 2019Is Wells Fargo Turning Crisis into Opportunity with New RIA Channel Plan?The wirehouse is scheduled to release more details later this month.Last Comment: January 24, 2019
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January 24, 2019Ex-LPL RIA Touts Financial Backing Before BD Launch, Offers Equity to AdvisorsPacific Current Group will own 10% of the broker-dealer, while joining advisors will have an aggregate stake of up to 15% in the firm.No Comments
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January 24, 2019Merrill Lynch Loses UHNW FAs to High-End BoutiqueThe Higgins Hall Group and the Embleton Curtis Quackenbush Group join Rockefeller Global Family Office.No Comments
