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Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
January 3 -
The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.
January 3 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.
January 2 -
The firm has been driving its expansion, pulling in talent from its competition.
December 28 -
The pair was drawn to the firm’s “similarly aligned” culture.
December 27 -
Brian Lamb succeeds Mike Michael who was named to the post in May.
December 22 -
As technology reshapes the financial world, conditions should improve in wealth management.
December 22Emotomy -
The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.
December 21 -
Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.
December 21