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One advisor has more than three decades of experience in the business.
June 4
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The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4
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The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3
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The advisors managed more than $225 million in combined client assets.
May 30
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One departing practice managed $100 million in assets.
May 30
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Several of the new recruits had spent more than a decade with Questar.
May 29
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The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.
May 24
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While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.
May 22
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The IBD last recruited a practice from Cetera in October.
May 22
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The firm has a particular focus on female clients and empowering women to better control their finances.
May 22
