A.G. Edwards

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  Raymond James, Janney Nab More Morgan Stanley, Merrill Reps

  By Janet Levaux, AdvisorOne  |  June 19, 2013

  There's some debate, however, as to what's driving the latest movement out of the wirehouses and its significance, experts say.

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  Baird Hires Wells Fargo Recruiter

  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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  Road to Independence Is Particularly Rocky for Minorities

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 30, 2013

  Despite the hurdles minorities face in going independent, it should still be a goal for young planners.

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  Raymond James Grabs Another Husband-Wife Team From Morgan Stanley

  By Janet Levaux, AdvisorOne  |  January 28, 2013

  The Houston-based group has about $70 million in assets and $700,000 in yearly production.

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  Raymond James Nabs $225M Wells Rep

  By Janet Levaux, AdvisorOne  |  October 25, 2012

  The veteran advisor, Mark Teed, joins its employee channel.

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  Mergers: A Tech Nightmare for Advisors

  By Jane Wollman Rusoff  |  October 24, 2012

  No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.

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  New Hire Roundup: Hatteras Promotes Murphy

  By Marlene Y. Satter, AdvisorOne  |  August 22, 2012

  This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.

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  Branch Manager’s Cowboy Call: ‘Can You Ride for the Brand?’

  By Jane Wollman Rusoff  |  June 27, 2012

  Hard-driving, competitive, goal-focused, Keith A. Vanderveen, president of the home region of Wells Fargo Advisors’ Private Client Group, does not mince words.

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  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

  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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  Wirehouse Market Share Declines as Firms Focus on Profitability

  By Gil Weinreich, AdvisorOne  |  January 18, 2012

  Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.