Industry

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

The group previously generated over $1 million in annual revenue.

Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

The decision also affects David Carroll, who leads wealth and investment management, according to the firm.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."

Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.

The appointment follows a management realignment that occurred in the wake of Huntington's acquisition of FirstMerit last August.