Andrew Welsch

The new recruits join from Wells Fargo and Oppenheimer.

The wirehouse recruited the mega team from UBS.

A father and his two sons switch from one independent broker-dealer to another.

The regional broker-dealer said it completed its acquisition of the British bank's U.S. wealth management unit, but it now expects that less than half of the assets under management will transfer over to the firm.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

The wirehouse's newest hires come from Credit Suisse, which is looking to exit the U.S. wealth management market.

Advisors and firms will struggle with multiple and possibly conflicting standards should the Labor Department move forward with its fiduciary proposal, the industry group warned.

Employees at the wirehouse learned in a memo Thursday that Chris Wolfe was named CIO, among several other changes.

The firm's 2016 comp plans helps continue an emphasis on growing banking and lending businesses – a top strategic priority for the wirehouse, according to President Greg Fleming.

The wirehouse is increasing thresholds on grid ranges and tweaking some awards.

Four advisors from the Swiss firm passed on an offer to join Wells Fargo Advisors.

Advisors spend their whole careers planning for their clients’ retirement, but often wait too long to plot their own exit.

The former advisor swindled 22 clients out of their funds, telling them that they were investing in tax liens when he was really using the money to pay his bills, authorities claim.

The wirehouse's three newest recruits come from Credit Suisse.

William Blair, a Chicago-based financial services firm, said it hired a 24-year industry veteran.

Two advisors passed on an opportunity to join Wells Fargo, which recently inked a recruiting deal with Credit Suisse.

The wirehouse said it recruited the advisors from Credit Suisse.

Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home.

The wirehouse pulled over four teams from Credit Suisse.

Advisors can assist their aging clients having a hard time keeping a family-run business in the family.