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NewEdge becomes new home for $580M JPMorgan team
Dallas-based team of four attracted by RIA's portfolio management credentials.
NewEdge Wealth welcomes investing leader Brian Nick
The ultra-high-net-worth RIA’s latest hire comes with experience from TIAA/Nuveen, UBS, Barclays, and the Federal Reserve Bank of New York.
NewEdge Advisors swipes $540M team from Carson
The New Orleans-based RIA has welcomed a 20-year-old independent wealth planning practice in Michigan.
NewEdge Wealth opens Atlanta office with JPMorgan team hire
New office is led by a 30-year veteran of the wealth management industry.
NewEdge Advisors welcomes $262M team from Carson
Nesso Wealth, a Connecticut-based independent practice, is latest to join the growth-oriented RIA.
Everyone wants NextGen advisors. Why can’t they find any?
One of the main drivers creating the need for firms to implement a succession plan is the staggering wealth transfer that's on the horizon.
NewEdge Advisors rolls out employee affiliation model
South Dakota-based Reinke Gray Wealth Management is the first to join NewEdge using the new model.
