Andrew Welsch is a former managing editor of Financial Planning.
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The four advisers had spent their entire careers at Merrill before making the switch.
July 12 -
"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.
July 11 -
The latest hires join the regional firm from Wells Fargo and RBC.
July 11 -
Wealthy clients are demanding more services and help planning their lives, the regional firm says.
July 11 -
The new comp plan for its employee channel advisers goes into effect in September.
July 11 -
His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.
July 6 -
Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'
July 6 -
The advisers once oversaw approximately $750 million in client assets, according to Barron's.
July 5 -
The move comes the same week that the SEC said it would try to coordinate with the Labor Department on the regulation.
June 30 -
The new hires joined the regional firm from AllianceBernstein.
June 29
