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“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.November 26
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The merged operation will be run by someone yet to be named who will report to Jon Weiss, head of wealth and investment management.November 8
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Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.March 26
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Net income and client assets grew even as the firms' headcount continued its steady decline.April 13
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The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.February 21
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Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.August 2
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The firm's latest hire has 25 years of industry experience and once worked at BNY Mellon.July 1
