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“There aren’t many combination opportunities left, so about six or seven months ago we recommitted ourselves to recruiting and got more aggressive in recruiting,” says Michael Purpura, president of D.A. Davidson Wealth Management.
April 23
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The latest moves bolster the firm’s presence in the Northeast.
April 20
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The wirehouse recently reported advisor headcount shrank by 258 advisors year-over-year.
April 19
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Dennis Zank will continue to be affiliated with Raymond James as a financial advisor.
April 18
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The firm also opened a new office in Lancaster, Pennsylvania.
April 18
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The executive will lead PNC’s wealth business beginning in June.
April 17
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The wirehouse exodus continues, as a team of Wells Fargo advisors jumps ship for the independent firm.
April 17
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Timothy Scheve will complete the term of John Thiel, the former head of Merrill Lynch, who left FINRA's board earlier this year.
April 16
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Tom Thives, a 34-year industry veteran, will head up the firm’s offices in New Jersey.
April 12
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One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
April 11
