Andrew Welsch is a former managing editor of Financial Planning.
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The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1 -
The new recruit generated $850,000 in annual revenue, according to the regional BD.
January 31 -
Ronald Kruszewski says a shift in the size of transition packages, made in response to the fiduciary rule, "benefits us competitively."
January 31 -
Planners will have control over the service, which will not be available directly to clients, according to the firm.
January 30 -
The firm also scooped up a market manager from Stifel.
January 30 -
The wirehouse also reported record revenue of over $2 billion for the recent quarter.
January 27 -
The firm is preparing for the fiduciary rule and contesting a lawsuit alleging that Raymond James allowed a $350 million fraud to be perpetuated.
January 26 -
The recruit generated $2 million in annual production, according to Merrill.
January 26 -
The wirehouse's new hires oversaw $466 million in client assets, according to a spokesman.
January 25 -
The new recruits joined the firm's independent and employee channels.
January 25
