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David Kowach oversaw approximately 11,000 advisers as head of the Private Client Group.
August 11
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A Triad executive says the firm aims to work with more advisers who want to go independent but who need help dealing with increasing regulatory burdens.
August 10
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WealthSource Partners joins regional broker-deal’s Investment Advisors Division.
August 8
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The regional brokerage firm also said it recruited three advisers overseeing more than $150 million in client assets.
August 8
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Six executives were recently tapped to lead wealth management and related investment services groups at Huntington Bank, BNY Mellon, SunTrust and U.S. Bank. Find out who they are and what their new roles entail.
August 8
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The recruit switched wirehouses again after 7 years.
August 4
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Retired air traffic controller and former FPA president Richard Salmen was named to a one-year term in 2018, succeeding Blaine Aiken.
August 3
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The regional broker landed three recruits from First Allied Securities, Edward Jones and U.S. Bank.
August 3
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Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.
August 3
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Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.
August 2
