-
Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.
March 3 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1
-
Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28
-
The appointment follows a management realignment that occurred in the wake of Huntington's acquisition of FirstMerit last August.
February 28
-
The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28
-
The three recruits all have past work experience at A.G. Edwards.
February 27
-
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24
-
The bank's current leader of Consumer Banking and Private Wealth Management will move to a new role spearheading initiatives to evaluate further fintech alliances.
February 24
-
The regional firm's newest hire generated $926,000 while at the wirehouse, according to RBC.
February 24
-
The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.
February 24
