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Analysts and advisors expressed surprise at the announcement.
July 22
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The wirehouse’s pipeline for incoming brokers is at a two-year high.
July 22
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The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.
July 22
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The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.
July 22
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Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.
July 17
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David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.
July 15
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Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.
July 15
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Cathy Bessant is among executives who remain in talks with Wells Fargo, while JPMorgan Chase’s Gordon Smith won’t be taking the job, according to people with knowledge of the situation.
July 12
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Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.
July 12
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Robert Limmer made the move after less than a year at Gladstone Wealth Group.
July 12
