Former Fidelity rainmaker lands at Schwab after both big custodians reshuffle their East Coast staffing
Scott D'Alessandro could boost Schwab's efforts to gain better traction with aggregators like United Capital and HighTower
Elmer Rich III
This is usually the sign of a mature/satufrated market where share growth and new business are getting harder to get — the shuffling “deck chairs” phenomena. Stay tuned.
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Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn
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October 4, 2023 at 2:16 AM
See more related moves
United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran