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By Janet Levaux, AdvisorOne |
May 23, 2012
A UBS team joins with about $1.3 million in production; an ex-Credit Suisse advisor comes on board with roughly $1.6 million of trailing 12.
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By Janet Levaux, AdvisorOne |
April 4, 2012
The boutique firm has added eight advisors to the branch—with $2.7 million in assets and about $32 million in trailing-12-month production—in the last six months.
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By Janet Levaux, AdvisorOne |
February 9, 2012
The reps will work in the Los Angeles and Chicago offices after moving over from Credit Suisse, Goldman Sachs, Morgan Stanley and Wells Fargo.
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By James J. Green, AdvisorOne |
December 21, 2011
Raymond James adds brokers from UBS, MSSB in south Florida; Erado expands; SEC job openings.
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By Janet Levaux, AdvisorOne |
October 31, 2011
After losing a $1 billion team to Morgan Stanley, Merrill acts, then also hires 27 advisors for Merrill Edge.
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By Janet Levaux, AdvisorOne |
October 28, 2011
Barclays Wealth said Friday that it recently hired six advisors, including one from Merrill Lynch and one from BofA-U.S. Trust in New York, Boston, Dallas and Miami.
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By Janet Levaux, AdvisorOne |
October 5, 2011
Barclays Wealth said Wednesday that it had hired three advisors for its Latin American ultra-high-net-worth operations, while Baird announced on the same day that it had picked up two advisors in San Francisco. On Monday, Raymond James employee-channel added a top producer in Houston.
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By R.j. Shook |
September 1, 2006
The best advisors in the world already know the secret to real success: It's all about the client. They are absolutely passionate about their missions...