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By Janet Levaux, AdvisorOne |
February 15, 2013
The movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.
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By Janet Levaux, AdvisorOne |
December 20, 2012
In the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.
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By Janet Levaux, AdvisorOne |
November 7, 2012
The new Barclays advisors come from many wirehouse and other firms with close to $40 million in yearly fees and commissions, as well as about $9.4 billion in assets.
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By Janet Levaux, AdvisorOne |
September 25, 2012
Many brokers continued to move between the wirehouses in the late summer and early fall.
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By Janet Levaux, AdvisorOne |
September 5, 2012
The New York group includes ex-Jets receiver Wayne Chrebet, while the New Haven team moves with close to $1 million in production.
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By Janet Levaux, AdvisorOne |
May 16, 2012
Meanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.
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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 Marlene Y. Satter, AdvisorOne |
November 2, 2011
This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.
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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.