Andrew Welsch
Managing EditorAndrew Welsch is the managing editor of Financial Planning and On Wall Street. Follow him on Twitter at @AndrewWelsch.
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The firm currently fields 40 teams, most of which have joined this year.October 26 -
Steve Alch, a U.S. Army veteran, has been with the company since 2001 and has overseen the wirehouse’s operations in Orlando.October 22
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With more than $1.1 billion in client assets, it is the bank's biggest hire of the year.October 21
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Meanwhile, the wirheouse’s advisor headcount ticks down and recruitment loans drop, again.October 21
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The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.October 16
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Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.October 15
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The wirehouse plucked the trio from Wells FargoOctober 8
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The regional BD picked off teams from Merrill Lynch, UBS and Raymond James in a (mostly) September sweep.October 8
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The multigenerational group includes a grandfather, father and son.October 5
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The switch comes as the wirehouse revamps its technology platform with help from Broadridge Financial.October 1
