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The advisors had been with their former employer for 11 years.
June 15 -
The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.
June 11 -
The new additions include an advisor with five decades of experience in the business, plus his two sons.
June 11 -
The newly independent advisor oversaw $92 million in client assets.
June 10 -
One team is among the top producers in their region, and the other spent more than two years assessing potential employers.
June 8 -
Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.
June 3 -
More than 300 reps have switched BDs so far this year, with LPL and Cambridge Investment Research completing the two largest grabs.
May 27 -
The wirehouse, which has reduced recruiting efforts, enticed the team over from AllianceBernstein.
May 26 -
The advisors had logged seven years at their former wirehouse.
May 26 -
A former craft brewer and an ex-rugby star went indie with Gladstone Financial Resources Group.
May 26