Andrew Welsch is a former managing editor of Financial Planning.
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“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.
February 14 -
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The firm looked within its own ranks to fill the position.
February 11 -
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The proposed acquisition is under scrutiny from advisors as well as the Justice Department.
February 10 -
A chance phone call and breakfast changed these advisors’ career trajectories.
February 10 -
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The regional BD launched its 16th location in Texas — where it has scored several big hires in the past year.
February 7 -
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The agency is seeking additional information from the firms as well as competitors and advisors.
February 6 -
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The advisors join the bank following a major reorganization of its wealth management business.
February 3 -
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One of the new hires oversees more than $300 million in client assets and has more than 30 years in the business.
January 31 -
To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.
January 31 -
