-
The CEO said his decision to resign followed a physician’s recommendation in connection with an undisclosed medical problem.
February 19
-
Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.
February 19
-
One of the two new hires is an industry veteran of 34 years.
February 15
-
After half a century, Christopher Sargent is making his first career change.
February 14
-
The recruits will operate from a new Cincinnati office.
February 14
-
The $314 million team made the change after deciding it was a better fit culturally
February 13
-
“We got to the point where we wanted a pure fiduciary relationship with clients,” Perry Mattern says.
February 12
-
The No. 1 IBD is reaping the benefits of learning the lesson that it “can never move away from the advisor,” according to its head of business development.
February 11
-
The new office will complement the relocation of the firm's headquarters to the state.
February 11
-
Securities Service Network is pitching advisors on its tax offerings, access to management and parent-firm resources.
February 8
