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The new recruits join from Wells Fargo and Oppenheimer.
December 10 -
Its rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.
December 10
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The wirehouse recruited the mega team from UBS.
December 8
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A father and his two sons switch from one independent broker-dealer to another.
December 8 -
The recruit previously generated $1.3 million in annual revenue.
December 8 -
Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.
December 7 -
The wirehouse's newest hires come from Credit Suisse, which is looking to exit the U.S. wealth management market.
December 7
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Janus Capital said the head of its fundamental fixed income unit, who oversaw an eight-fold increase in the firms bond assets over the past decade, is leaving.
December 3 -
J.P. Morgans asset-management division promoted James Peagam to head of global insurance solutions, an operation that oversees $78 billion of client funds.
December 3 -
The high-ranking recruit will work on the firm's expansion plans and serve as a liaison between branch managers and top brass.
December 2
