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First-quarter annuity sales fell to $52.7 billion, a 6.9% decrease from the previous quarter.
June 10 -
The regional firm landed a group that managed about $400 million in client assets before the move.
June 9 -
The regional firm landed an advisor with more than three decades of experience.
June 9 -
The firm's recruiting win mirrors similar pickups of billion-dollar teams by rivals Merrill Lynch and Raymond James.
June 4 -
The Braddock Group left the independent broker-dealer for the regional.
June 4 -
A team formerly with Lincoln Financial Advisors will join an LPL-affiliated hybrid RIA.
June 2