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The firms have grabbed some three-fourths of the announced incoming advisors, as the pandemic cuts into valuations and casts uncertainty.April 20
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Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.April 9
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Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.July 6
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None of the FP50 are close to equalizing their ranks of men and women.June 25
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The independent broker-dealer landed four recruits from Merrill Lynch, Edward Jones, Wunderlich Securities and Ameriprise.October 11
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Plus, Benjamin F. Edwards and Ameriprise each add recruits with more than $600M in combined AUM, and Morgan loses a $500M group.August 22
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The regional broker landed three recruits from First Allied Securities, Edward Jones and U.S. Bank.August 3
