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“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.10h ago
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The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.10h ago
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The St. Louis-based firm claims its rival “instructs incoming recruits to compile client information from their former firm” as a matter of course.August 4
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Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.August 4
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The new recruits cited their new employer’s technology platform as motivation for making the career change.August 3
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The 20 top-performers have generated gains well over 50% in the first seven months of the year.August 3
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The new additions help offset some recent departures at the wirehouse.August 3
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A combination of GLD’s higher fees and an almost relentless demand for the yellow metal have catapulted it from fourth on the revenue leader board in 2017.August 3
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Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.July 31
