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The six-member team serves ultrahigh-net-worth investors and families.
March 6 -
The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.
March 6 -
The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3 -
The group previously generated over $1 million in annual revenue.
March 3 -
Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.
March 3 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1 -
Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28 -
The appointment follows a management realignment that occurred in the wake of Huntington's acquisition of FirstMerit last August.
February 28 -
The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28 -
The three recruits all have past work experience at A.G. Edwards.
February 27