Falling stock values pushed down client assets, even as the smaller base of brokers took in a higher amount of incoming holdings than a year ago at this time.

Revenue, users and accounts are up for the tech firm. But company leaders are already thinking about the future.

The RIA aggregator tacked on an additional $21 million in annual revenue through just two of the transactions.

The announcement, higher wealth profits due to rising interest rates and record recruited client assets ushered the tax-focused firm into its latest phase of change.

Despite a 21% fall in profits, the Saint Louis-based brokerage pulled in new advisors in both employee and independent channels as its wealth revenue continues to climb.

The behemoth wealth firm said it recently brought in its largest recruited groups ever, a strategy that paid off as it contributed to record net revenue for the third quarter.

The firm is also trying to upgrade its services for advisors through new digital chatting tools to get in touch with the corporate office without any phone calls.

Higher interest rates pushed up profits as the company revealed the timing for completion of the massive $2.5-billion integration of its 2020 acquisition.

The brokerage added more than 200 independent financial advisors for the second quarter in a row while driving up the productivity of its existing ranks.

The Swiss bank grew its U.S. advisors by 2% in the third quarter,