Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
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A better technology strategy may help firms improve walletshare, a new report says.
June 26 -
Six of the new recruits broke away from Merrill Lynch.
June 25 -
The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.
June 19 -
The regional firm lost three advisors, one of whom joined a group that's added some $1.2 billion in recruited assets and organic growth this year.
June 18 -
The regional BD has maintained a steady influx of wirehouse advisors.
June 13 -
The private equity-backed parent now spans four independent broker-dealers with nearly 2,000 advisors and $65 billion in client assets.
June 11 -
The wirehouse loses four more advisors to the regional BD.
June 7 -
Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4
