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UBS touts advisor recruiting website as it buys Credit Suisse

March 20, 2023

UBS's website has emerged as its ranks of "field leaders," or human recruiters, slim down.

United States David Larado Jason Diamond Edward Jones Merrill Lynch Credit Suisse

Source: financial-planning.com

Avantax hits big Cetera branch Farpointe with lawsuit

March 3, 2023

The previously unreported case reflects shifting dynamics in the channel as the largest tax-focused wealth management firm hits one of its closest rivals with litigation.

United Kingdom San Antonio United States Jon Henschen Casey Griffin Todd Mackay

Source: financial-planning.com

AltrixBio Announces Appointment of John L Brooks III to Corporate Board of Directors as Independent Member

December 14, 2022

/PRNewswire/ -- AltrixBio, a leading early-stage biotech startup, today announced that John L Brooks III will join the companys corporate Board of Directors...

United Kingdom United States John Brooks Healthcare Capital Joslin Diabetes Center Harvard Medical School

Source: prnewswire.com

Private Advisor Group Names Frank Smith Chief Executive Officer

October 20, 2022

/PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, announced today that Frank Smith will...

Robert Rj Moore Pat Sullivan Frank Smith John Hyland Siobhan Nolan Neither Private Advisor Group