Andrew Welsch is a former managing editor of Financial Planning.
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Stan Leavitt said he was drawn to the regional firm for its culture and financial planning capabilities.
July 20 -
The firm needs a digital advice offering for clients who don't want a traditional relationship, CEO James Gorman said.
July 19 -
The new complex manager will oversee 43 advisers at the regional brokerage.
July 19 -
The firm also said it has benefited from low attrition and its training program.
July 18 -
The advisers previously worked at RBC Wealth Management, with one of them making the firm’s Chairman’s Council.
July 18 -
This is the second time Jefferies has poached Miami-based adviser talent from the wirehouse.
July 17 -
Depending on business mix, some advisers could see a pay cut.
July 17 -
The firm's headcount has steadily declined since the bogus account scandal came to light last year.
July 14 -
"With 15,000 financial advisors, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.
July 14 -
The deciding factor might be ruthlessness.
July 12