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Elite
23 Feb,2018
20 hours Ago

Just as diversification is important to a portfolio, diversification in the types of advisors at a firm is equally important. While the industry is showing a decided shift to fee-based business or what is often considered “plain vanilla or packaged product offerings”, the fact is that commission business, investment banking, capital markets, and private placement business is not dead.

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Elite
13 Feb,2018
2 weeks Ago

You are intrigued by the prospect of going off on your own as an RIA, Hybrid, or Independent.

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Elite
06 Feb,2018
3 weeks Ago

As a young producer back in 1999, I successfully moved 90% of my clients from Prudential Securities to Smith Barney without violating any rules or regulations. Now, fast forward to 2004 when protocol came into play.

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Elite
01 Feb,2018
3 weeks Ago

Industry Trends Point to Larger Retail Firm Concerns About Advisors Going Independent

It is not uncommon to hear, on a daily basis, the news of significant multimillion-dollar advisor teams leaving one of the large retail houses to embrace the benefits of going independent.

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Elite
23 Jan,2018
1 month Ago

Elite Consulting Partners Leads Transition of $1.1 Million Dollar Team from Wells Fargo FINET to Raymond James

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Elite
22 Aug,2016
2 years Ago

UBS recruited a team from Morgan Stanley that managed approximately $378 million in client assets, a spokesman confirmed.

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Elite
22 Dec,2015
2 years Ago

In 2015, more advisors than ever are going independent.

A report from the Aite Group shows that independent houses have grown 110%, as opposed

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Elite
11 Jul,2014
4 years Ago

NEW YORK (Reuters) – U.S. investment bank and brokerage firm Raymond James Financial expects 2014 to be its best

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Elite
31 Mar,2013
5 years Ago

The pace of adviser movement into and out of wirehouses picked up at the beginning of this year, compared with a slow 2012,

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Elite
27 Mar,2013
5 years Ago

The pace of adviser movement into and out of the wirehouses picked up at the beginning of this year compared to a slow 2012,

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Elite
07 Oct,2012
5 years Ago

The two heavyweights of the wirehouse world are going toe-to-toe.

Bank of America Merrill Lynch and Morgan Stanley Wealth Management

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Elite
04 Oct,2012
5 years Ago

The two heavyweights of the wirehouse world are going toe-to-toe.

Bank of America Merrill Lynch and Morgan Stanley Wealth Management,

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Elite
16 Sep,2012
5 years Ago

Morgan Stanley was widely seen as the winner in the deal announced last week to purchase Citigroup Inc.’s stake in Morgan

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