Bernadette Berdychowski

The new recruits come from Merrill Lynch and Stifel, with $165 million in total client assets.

Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.

HD Vest's parent displayed the growth coming from the acquisition of its former rival.

Danny Ludeman had worked at the wirehouse from 1999 to 2014.

One team wanted more flexibility and time to manage their clients’ financial needs.

The next big institution is going after fintech, but there’s still a long road ahead.

The two advisors will name the team’s practice after their shared experience working for the military.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

One advisor has worked at Securian for his entire career.

ESG-focused Swell Investing wasn’t able to gain “necessary scale,” according to the firm.