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This is the second time in recent weeks that the firm has poached talent from the wirehouse.
January 31 -
John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.
January 30 -
Frequent recruitment adds to the firm’s bench after stemming an outflow of talent late last year.
January 30 -
The advisor was drawn to the regional BD’s small culture.
January 25 -
The planner wasn’t happy with the direction his former firm was pushing its advisors.
January 25 -
Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.
January 25 -
The company merged its U.S. and international wealth management businesses to gain greater scale and efficiency.
January 24 -
Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.
January 24 -
Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.
January 23 -
Coming off a strong recruiting year, Steward Partners has enticed three more Wells Fargo brokers.
January 22