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Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.
June 21
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The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.
June 21
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The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.
June 20
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One team set up an independent practice while the other signed on with the firm’s employee broker-dealer.
June 19
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The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.
June 19
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Sanctuary Wealth firms now have over $10 billion in client assets.
June 18
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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
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The recruits include a 37-year industry veteran who co-managed $240 million in client assets.
June 14
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The former general counsel has signaled interest in staying on.
June 14
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The regional BD has maintained a steady influx of wirehouse advisors.
June 13
