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By Janet Levaux |
April 29, 2013
In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...
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By Janet Levaux, AdvisorOne |
April 9, 2013
The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.
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By Janet Levaux, AdvisorOne |
January 30, 2013
Peter Miller will lead the employee-owned group's efforts to add financial advisors in the Northeast.
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By Joyce Hanson, AdvisorOne |
November 1, 2012
Mariner CEO Marty Bicknell, who founded the wealth advisory in 2006, was previously a senior vice president of investments at A.G. Edwards & Sons.
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By Marlene Y. Satter, AdvisorOne |
May 9, 2012
This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
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By Marlene Y. Satter, AdvisorOne |
February 2, 2012
This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.
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By Marlene Y. Satter, AdvisorOne |
September 22, 2011
This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.
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By Staff Writer |
June 1, 2005
"We're cautious about the [stock] market," says the chief economist for A.G. Edwards & Sons. "We believe the market is undervalued, but we recognize that...
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By Staff Writer |
January 1, 2004
Wall Street isn't partying like it's 1999 again--not yet, at least. But as the economy and stock market continue to awaken from their post-bubble blowout,...