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At least 27 brokers have joined the firm, including a father-son team from UBS with $261 million in AUM.
March 30
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Several division executives have moved into new roles, retired or left the company, according to a memo seen by On Wall Street.
March 29
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At least 16 advisers have shuttled between the wirehouse firms so far this year.
March 24
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Tim Killgoar, the director of strategy and consulting, will succeed John Houston.
March 23
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Marco Barrozo has raised more than $125 million for the fixed-income offering, which has begun trading and is raising more capital.
March 23 -
Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.
March 22
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The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.
March 22
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The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.
March 21
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The new recruits are the latest to join the regional firm from Wells Fargo.
March 20
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Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.
March 17
