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It was Ray Jay’s tech and in-house marketing agency that initially appealed to the team.December 10
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It has been a banner year for regional BDs as more than 400 planners joined the fold, according to hiring data analyzed by On Wall Street.December 9
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It’s the second biggest move in 2019, and includes an advisor featured in On Wall Street’s Top 40 Under 40.December 4
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On the losing side of this exchange: Wells Fargo, UBS and Merrill Lynch.December 3
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The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.December 2
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The new hires come from rivals Merrill Lynch, Wells Fargo and RBC.November 25
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Know a talented young advisor? Now’s your chance to nominate them for the annual On Wall Street rankings.November 21
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The firm also opened a new branch office to house its recruits.November 19
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By signing a deal with iCapital Network, the regional brokerage aims to provide clients "a more comprehensive set of solutions."November 14
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The new hires came at the expense of Merrill Lynch and Wells Fargo.November 11
