Career moves

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.

The exit wasn’t due to any “one thing,” Tim Hockey said.

Analysts and advisors expressed surprise at the announcement.

The wirehouse’s pipeline for incoming brokers is at a two-year high.

The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.

The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.

Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.

David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.