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The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.
January 16
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The firm’s newest recruits come from Merrill Lynch and Wells Fargo.
January 14
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Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.
January 14
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The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.
January 11
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Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.
January 11
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The firm’s new CEO Ronald O’Hanley is pushing to reduce expenses, automate more functions and simplify organizational structure.
January 11
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It's the firm's largest headcount reduction since 2016.
January 10
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Talent appears to be pouring from the wirehouse as more planners exit.
January 9
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Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.
January 9
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“Recent small reductions in headcount reflect the need to balance our workforce growth with the current needs of our business," the company says.
January 9
