Andrew Welsch

The firm’s four new additions came from two wirehouses.

After a volatile year, advisors get a reprieve when it comes to payout changes.

Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

Alterations include higher hurdles for cash pay, a grid stretch for deferred compensation and new bonuses.

Brian Truscott oversaw more than $330 million in client assets.

The firm also added a new unit to accommodate its dramatic advisor growth — from one to 140 in seven years.

The new hires generated approximately $5 million in production before making the move.

Nate Angelo will be responsible for 137 advisors who manage roughly $20 billion in assets.

The wirehouse is also tweaking pay related to cash solutions for clients.

Fake name, phony credentials, Ponzi-like payments but real victims — this is what authorities are saying about this business.

This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.

The former wirehouse team oversaw $1.15 billion and will staff a newly opened office for the regional BD.

It’s another big get for a bank that has been busily luring away top talent from the wirehouses.

Big changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.

What different outcomes could mean for financial planners and their clients.

The firm currently fields 40 teams, most of which have joined this year.

Steve Alch, a U.S. Army veteran, has been with the company since 2001 and has overseen the wirehouse’s operations in Orlando.

With more than $1.1 billion in client assets, it is the bank's biggest hire of the year.

Meanwhile, the wirheouse’s advisor headcount ticks down and recruitment loans drop, again.

The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.