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$125M Advisor Leaves Wells Fargo for Raymond James

2015-12-01 08:23:33| Apparel - Topix.net

A Wells Fargo advisor who oversaw $125 million in client assets has moved to Raymond James & Associates, the firm said. Advisor Elliot Weissmark also had almost $1 million in production, according to Raymond James.

Tags: james leaves wells advisor

 

Advisors on the Move: Fired Merrill Advisor Who Once Managed $5B in AUM Joins Wells Fargo

2015-10-21 18:25:03| Apparel - Topix.net

Wells Fargo reported some of the largest advisor recruitments so far this month. The wirehouse nabbed a fired Merrill advisor that once managed $5 billion in client assets along with a handful of advisors with nearly $1 billion in combined AUM.

Tags: move managed wells advisor

 
 

Advisors on the Move: Fired Merrill Advisor Who Once Managed $5B in AUM Joins Wells Fargo

2015-09-28 16:07:46| Apparel - Topix.net

Wells Fargo reported some of the largest advisor recruitments so far this month. The wirehouse nabbed a fired Merrill advisor that once managed $5 billion in client assets along with a handful of advisors with nearly $1 billion in combined AUM.

Tags: move managed wells advisor

 

Climate Advisor Lord Deben: U.K. Risks Missing Its Carbon Targets

2015-09-22 12:00:00| Climate Ark Climate Change & Global Warming Newsfeed

Guardian: The UK risks missing its carbon targets and harming investment because of a string of recent cuts to green measures, ministers have been warned by the governments statutory climate advisers. Lord Deben, the chairman of the committee on climate change and a former Conservative environment minister, has written a strongly-worded letter to energy secretary Amber Rudd to tell her that the government is creating confusion among potential investors in the low carbon economy. His words chimed with those...

Tags: missing lord risks carbon

 

A Dividend Growth Investor's Perspectives On Advisor Perspectives'...

2015-09-11 04:09:51| Biotech - Topix.net

Recently, the trade journal Advisor Perspectives published " The Use and Misuse of Dividend Strategies ," by Robert J. Martorana. I think it is a good article for its intended audience , and I encourage you to read it.

Tags: growth investors perspectives advisor

 

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