Andrew Welsch

Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.

The wirehouse plucked the trio from Wells Fargo

The regional BD picked off teams from Merrill Lynch, UBS and Raymond James in a (mostly) September sweep.

The multigenerational group includes a grandfather, father and son.

The switch comes as the wirehouse revamps its technology platform with help from Broadridge Financial.

The company is turning to what it sees as a talent pool with proven success rates.

The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.

The independent firm has been an aggressive recruiter since its founding in 2013.

A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.

The seven advisors managed more than $450 million in combined client assets.

The bank was seeking to overturn some $400,000 in attorney fees awarded to four advisors as part of a $2 million case.

The firm is targeting elite advisors who cater to high-net-worth and ultrahigh-net-worth clients.

Some of the recently acquired advisors will open branch offices for the growing BD.

The free lunches are over. Sort of.

The regional BD’s accelerating recruiting efforts have boosted headcount.

Pressing the bank for examples of non-solicitation violations, the judge cut off JPMorgan’s attorney: “you are dancing all around my question.”

The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.

From regulations to taxes, big changes could be in the offing.

The new additions oversaw more than $275 million at their former employers.

The advisor is asking a judge to reconsider the order, saying he wasn’t given a chance to defend himself against accusations of violating a non-solicitation agreement.