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The Northeast saw the most September advisor transitions with 21 moves totaling at least $5.9B in...
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Investment Insights
Dakota | September 4, 2025
August advisor transitions spanned all five US regions, led by the Southeast with 16 moves...
Read MoreJuly saw a number of marquee people moves punctuate a competitive recruiting landscape, with UBS on...
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Dakota Marketplace
Dakota | July 3, 2025
Raymond James once again led the recruiting charts in June, adding nine advisor teams with more...
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RIA Insights
Dakota | June 3, 2025
Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...
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