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Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.

Anne-Lise Dorry is the senior director of corporate finance products at the Tax and Accounting business of Thomson Reuters. She is a CPA in the State of New York and holds the equivalent certification in France. She has over 23 years of accounting and auditing experience. Dorry started her career at one of the Big Four accounting firms, first in France, then in New York. She has served clients that prepared financial statements in accordance with US GAAP, IFRS, French GAAP, and statutory accounting principles. Her main areas of expertise include IFRS conversions, business combinations and financing transactions, foreign exchange, international accounting, fair value measurements, and investments. In 2018, she received industry recognition when winning a Gold Award for Female Employee of the Year at the 15th Annual Stevie Awards for Women in Business. Dorry is a graduate from HEC, School of Management (in France).

Taylor Nicole Rogers is a reporter at Employee Benefit News and Employee Benefit Adviser.

Nicole Baxby is an account director at Featurespace.

Steven Rogers is president and CEO of Centripetal.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Expect AI to be a growth factor, an expert predicts at Morningstar.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.