-
The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.
July 26 -
Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.
July 25 -
Banking scandals are playing only a small role in advisor attrition, the firm says.
July 25 -
Firms are doubling down on efforts to boost the ranks of women advisors.
July 23 -
The regional broker-dealer has stepped up its expansion this year.
July 23 -
John and Cary Kortze opened Steward Partners' 16th branch office.
July 23 -
The regional firm has opened five new branches and hired at least 73 advisors year-to-date.
July 20 -
Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
July 19 -
These mega brokers managed $18 billion in assets at their previous firms.
July 19 -
The recruits oversaw more than $200 million in client assets.
July 17