-
Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.
September 19 -
The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.
September 16 -
The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.
September 13 -
The new recruits include a father-and-son duo in Orlando.
September 12 -
So far this year, Janney has onboarded 36 financial advisors. The newest team managed more than $290 million in client assets.
September 12 -
The wirehouse has experienced attrition while the regional BD has been on a hiring streak.
September 11 -
The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.
September 9 -
The Bay Area advisors had worked at Merrill for nearly two decades.
September 4 -
The discount brokerage says the advisor’s primary duties after his notice of resignation were to “make himself available” to help transition his clients to other brokers.
September 4 -
Internal hire Chuck Hastings will make the move from the firm's asset management division.
August 30