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The team marks at least the second to opt for a smaller IBD over the nation’s largest.
October 19
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The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.
October 19
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The move marks the latest in a frenzied period one recruiter describes as “a feast.”
October 19
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The firm is continuing its recruiting push by adding a new team in southeast Georgia.
October 18
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The father of the $141 million team worked for Raymond James for 12 years.
October 16
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The wirehouse picked up two veteran advisors, each with more than 20 years of industry experience.
October 12
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Advisor Kevin Keith pointed to HighTower’s technological capabilities and a fiduciary culture in his decision to leave the wirehouse.
October 11
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The recruits are a boost to the growing regional firm's footprint.
October 10
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Ex-Merrill Lynch brokers are joining the firm as it looks to grow in the Northeast.
October 10
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Greg Fleming was tapped to become CEO of the newly formed Rockefeller Capital Management.
October 4
