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Advisor moves decline 16.6% over first half
Advisor moves were down 16.6% over the first half, marking the lowest level seen in the data, which go back to 2009. ....
United States
,
Michael Cirino
,
Edward Jones
,
Scott Bishop
,
Alexander Harrison
,
Commonwealth Financial Network
,
Securian Financial Services
,
Merrill Lynch
,
Wells Fargo Clearing Services
,
Fidelity Brokerage Services
,
Avidian Wealth Solutions
,
Northwestern Mutual Investment Services
,
Cetera Financial Group
,
Lincoln Financial Group
,
Great Recession
,
Investmentnews Advisors
,
Concurrent Investment Advisors
,
Cetera Financial
,
Florida Based Aegis Consulting
,
Lincoln Financial
,
Houston Based Avidian Wealth Solutions
,
Presidio Wealth Partners
,
Aegis Consulting, which oversees $1.2 billion, joins Commonwealth
Aegis Consulting, a team of advisors that oversaw $1.2 billion in assets at Lincoln Financial Group, joined Commonwealth Financial Network. ....
United States
,
Rebecca Kaufman
,
Alexander Harrison
,
Taylor Lloyd
,
Michael Cirino
,
Stuart Farb
,
Hayley Gregory
,
Walter Williams
,
Bruce Chadbourne
,
Nathan Rogero
,
Michael Sullum
,
James Neel
,
Cindy Deavel
,
Bruce Schilling
,
Lincoln Financial Group
,
Commonwealth Financial Network
,
Commonwealth Financial
,
Florida Based Aegis Consulting
,
Lincoln Financial Advisors
,
Aegis Consulting
,