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  1. Articles

    Advisers leave assets behind when switching firms

    Hiring firms are often eager to announce the assets under management of a new hire, but how much of that money actually transfers over?In many cases, advisers and brokers are finding that about 20% of assets are left behind in an average move between firms. Proprietary investments, banking and

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    A financial adviser career path: The unknown road

    Lack of awareness and understanding of the financial services career path is a barrier to recruiting women and the next generation of advisers

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    Merrill Lynch loses two advisers with combined $2.1 billion in California

    One goes to Stifel, the other to UBS. Both had ties to Merrill's elite private banking and investment group that serves ultra-wealthy clients.

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    Pimco paid billionaire Gross $290 million bonus in 2013

    In 2013, when Pimco's Total Return Fund trailed a majority of peers, the money manager paid former CIO Bill Gross a gigantic sum.

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    3 traits the best investment cultures all share

    History has proven that talent is not enough, and team chemistry is what differentiates investment firms.

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    Wells Fargo nets $972M JPMorgan team

    Wells Fargo Advisors continues to build on its recruiting momentum with the addition of a trio of former JPMorgan Chase & Co. private bankers.

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    Bernie Clark's call to action: Advisers must make industry friendly to the young

    As retirees draw down assets, advisers must hire minorities and women to capture future wealth.

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    To recruit young advisers, show them a path

    The next generation is not hearing the call of opportunity in the advice business, and it's up to each of us to bring them on.

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    $2.5 billion adviser duo fired by Merrill Lynch lands at Stifel

    A team of elite advisers who was fired last month by Bank of America Merrill Lynch over private securities transactions has found a new home. (Plus: The team plans to fight back.)

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    Morgan hires longtime Merrill broker

    Thomas Forma previously managed more than $300 million along with his partner Kevin Nichols.

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    Merrill snags $500 million team from UBS

    Trio brought in $5 million in annual revenue at UBS and will join Merrill's elite private banking group. See also: Merrill loses longtime broker to Morgan Stanley)

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    Regional broker-dealers need creativity to keep up in the recruiting arms race

    With deep pockets aggressively recruiting assets tied to teams, advisers need to remember why they are paid bonuses in the first place.

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    How to nail your team's next presentation

    Here's how to avoid letting interpersonal dynamics alienate colleagues and clients.

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    Don't market to women, serve them, Krawcheck tells advisers

    Women, on way to becoming the majority of U.S. millionaires, represent the industry's biggest business opportunity.

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    Top advisers break away for chance to own equity

    Some of the biggest adviser moves in 3Q were teams who left wirehouses to join firms that offered company shares for those willing to take the risk. Plus: Check out IN's Advisers on the Move database.