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The growing independent firm has recruited five ex-wirehouse planners since the start of the year.
March 13
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The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.
March 9
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Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.
March 8
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The former Wells Fargo executive will command a team of 10 local private bankers in the Hudson Valley and metro New York market.
March 7
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The firm sold 100% of ownership interests in its asset management and family office units.
March 7 -
The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.
March 7
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Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.
March 7
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The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.
March 6
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The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6
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Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.
March 6
