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Daniel Wani will command a team of 18 wealth management professionals providing a range of services to wealth clients in both states.
July 24 -
Stan Leavitt said he was drawn to the regional firm for its culture and financial planning capabilities.
July 20 -
The four advisers joined the more than 500 lost by the wirehouse in the last nine months.
July 20 -
The new complex manager will oversee 43 advisers at the regional brokerage.
July 19 -
The advisers previously worked at RBC Wealth Management, with one of them making the firm’s Chairman’s Council.
July 18 -
The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.
July 17 -
This is the second time Jefferies has poached Miami-based adviser talent from the wirehouse.
July 17 -
Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.
July 17 -
The firm's headcount has steadily declined since the bogus account scandal came to light last year.
July 14 -
Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.
July 14