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Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.
March 17 -
The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.
March 16 -
The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.
March 15 -
The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.
March 15 -
The new hires join the regional BD from Baird.
March 15 -
The new recruit is focused on serving the Brazilian market, according to the firm.
March 14 -
Morgan's latest hires oversaw about $575 million, On Wall Street learns exclusively.
March 13 -
The growing independent firm has recruited five ex-wirehouse planners since the start of the year.
March 13 -
The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.
March 9 -
Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.
March 8