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Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.
September 17 -
Within days of a colleague's retirement and having been introduced as their new advisor, Corbin Hoffner left for Raymond James.
September 11 -
Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.
September 5 -
LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.
September 4 -
Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.
August 29 -
A founder of Harbor Lights Financial Group said he and his partners scouted possible private equity buyers and decided LPL was the best option for preserving their firm's legacy.
August 8 -
The hires add credibility to the wirehouse's renewed commitment to recruiting.
August 2 -
The family-run Investment Advisors Financial Group team brings $1 billion in assets.
July 24 -
The pair previously worked together at the Denver office of Citi Private Bank.
July 24 -
Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention.
July 23