-
The team made the transition with Kestra Private Wealth Services.
June 26
-
The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.
June 26
-
The aggregator has bought 22 firms with $7.1 billion AUM since 2016.
June 25
-
The insurance-affiliated firm aims for growth while some counterparts have exited the sector.
June 25
-
Six of the new recruits broke away from Merrill Lynch.
June 25
-
Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.
June 21
-
The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.
June 21
-
The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.
June 20
-
One team set up an independent practice while the other signed on with the firm’s employee broker-dealer.
June 19
-
The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.
June 19
