Andrew Welsch is a former managing editor of Financial Planning.
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The digital platform was intended for use by all of the firm's wealth advisers.
May 10 -
The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.
May 9 -
The role of the firm's latest hire has yet to be determined.
May 8 -
Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.
May 8 -
The group generated over $7 million in annual revenue, On Wall Street learns exclusively.
May 8 -
The two advisers had been with the wirehouse for more than a decade.
May 8 -
The duo launched a new independent practice with the firm's Investment Advisors Division.
May 5 -
The two veteran advisers were legacy Morgan Keegan, a brokerage Raymond James acquired in 2013, On Wall Street learns exclusively.
May 4 -
The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.
May 4 -
The newcomer from UBS will help oversee a unit that has grown to just over 3,000 advisers.
May 3
