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The win follows a first-quarter report showing it grew its ranks 3.4% over the prior year.
May 16 -
The regional BD has approximately 1,800 advisors.
May 14 -
Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.
May 10 -
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The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.
April 23 -
Three of seven new hires came from wirehouses.
April 23 -
On Wall Street analyzes starting payouts at leading wealth management firms.
April 22 -
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.
April 18 -
On Wall Street presents its annual analysis of base pay at wirehouse, regional and national broker-dealers.
April 17 -
The firm is benefiting some referrals from Bank of America’s other business units.
April 16 -
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President Andy Sieg sees room to add to the firm’s ranks in novel ways.
April 11 -
The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.
April 11 -
The new hires include two former Raymond James advisors who had spent 21 years at the company.
April 5 -
J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.
April 4 -
The firm’s latest hires come at the expense of Wells Fargo, Merrill Lynch and UBS.
April 3 -
Three of the four new hires have more than 20 years of industry experience.
April 2 -
The new hires join from rivals Merrill Lynch, Hilliard Lyons, Charles Schwab and Wells Fargo.
April 1 -
The firm’s new recruits include a 31-year Merrill Lynch veteran.
April 1 -
The regulator also faulted Merrill’s supervisory policies and procedures.
March 26






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