Andrew Welsch

The firm lost talent to rival B. Riley Wealth Management.

The bank’s $1 billion annual tech spend is part of its arsenal.

The defeat is the most recent for Credit Suisse in an ongoing deferred compensation fight in which ex-advisors have won millions.

The regional BD has had a successful run picking off top teams from the wirehouse.

The wirehouse has big reasons to pursue the deal, but the online brokerage's 225 independent advisor firms are not among them.

The acquisition is the latest demonstration of firms merging banking, wealth management and digital services to meet clients' every financial need.

The regional BD’s hiring streak continues even as it loses a manager who played a notable role in its expansion.

The advisors had generated $20 million in production at Goldman Sachs, according to their new employer.

Three years after leaving the Broker Protocol, the firm continues to selectively hire.

The quintet is the latest to join the bank’s unit catering to wealthy clients.

“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.

The firm looked within its own ranks to fill the position.

The proposed acquisition is under scrutiny from advisors as well as the Justice Department.

A chance phone call and breakfast changed these advisors’ career trajectories.

The regional BD launched its 16th location in Texas — where it has scored several big hires in the past year.