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Two wirehouse veterans opened a new office for the regional firm's employee channel.
July 21
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"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.
July 21
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Headcount at the fast-growing firm was up 327 year-over-year.
July 20
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We reshuffled the deck on our top program managers and ranked them by third-party marketers.
July 20
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The recruit spent two years researching the move before deciding to leave the wirehouse.
July 20
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Several of the largest moves this year show top talent is looking beyond traditional choices.
July 20
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Two advisers joined Confluence Financial Partners, which is affiliated with Raymond James.
July 14
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The firm's latest hires come from Morgan Stanley and Raymond James.
July 13
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The two ex-wirehouse advisers each had about 20 years of industry experience.
July 12
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The largest recruits managed more than $17 billion in client assets.
July 11
