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The dispute pits four advisors against big Wall Street names: Wells Fargo, Morgan Stanley, Raymond James and Merrill Lynch.
August 7 -
Raymond James, Janney, Ameriprise and Stifel are all racking up impressive hires from the wirehouses.
August 3
Mark Elzweig Co. -
The largest firms’ combined VA and FA revenues hit a three-year low in 2017, but the products still make up a significant portion of their businesses.
August 3 -
Already an aggressive recruiter, the firm upped its advisor head count by 115 during the recent quarter.
July 31 -
The firm achieved a record 7,719 independent and employee advisors in the second quarter.
July 26 -
Firms are doubling down on efforts to boost the ranks of women advisors.
July 23 -
John and Cary Kortze opened Steward Partners' 16th branch office.
July 23 -
The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.
July 11 -
The two LPL rivals show confidence in their current paths, but they both now have important vacancies to fill.
July 10 -
The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.
July 9 -
Industry changes and ongoing bank scandals have tilted the playing field in favor of smaller brokerages.
July 9 -
Single-day drops are 20% bigger on average than gains, the widest gap in seven decades.
July 2 -
J.D. Power’s annual survey reveals the importance of leadership and culture, along with differences among male and female representatives.
June 28 -
While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.
June 26 -
We took a fresh look at our most recent Top 100 Bank Advisors and re-ranked them based solely on their annual production figures. Here are the top 25.
June 25 -
Wells Fargo has lost at least 80 brokers managing more than $12 billion in assets before the end of the second quarter.
June 21 -
A client dramatically increases her retirement income, thanks to guidance from her advisor.
June 18 -
After a busy month nabbing talent from Wells Fargo, Raymond James picks up a team from Stifel.
June 15 -
Advisor exodus from beleaguered firm shows no sign of abating in 2018
June 13 -
Wirehouses have made some recruiting mistakes in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch offers his insight as we continue the dialogue from our Recruiters Roundtable.
June 4


















