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The advisers oversaw nearly $900 million in combined AUM, and moved to Morgan Stanley, Raymond James and HighTower.
April 5
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William Blake, the independent firm's 10th hire this year, says he was attracted by the chance to become a partner.
April 3
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Tim Killgoar, the director of strategy and consulting, will succeed John Houston.
March 23
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The ex-Morgan Stanley advisers say their niche practice, which is geared toward women and divorcees, will be better supported by Raymond James' platform.
March 23
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The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.
March 22
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The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.
March 21
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Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.
March 20
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The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.
March 16
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One planner says there's no reasonable basis for a delay, while another says he can't afford all the compliance costs.
March 16
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Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.
March 15
PFI Advisers -
The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.
March 9
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Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.
March 8
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The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6
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The group previously generated over $1 million in annual revenue.
March 3
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The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28
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A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24
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The independent firm affiliated with Raymond James recruited six advisers for a new branch office.
February 24
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Intense competition and the advent of the fiduciary rule are prompting financial institutions to consider making select purchases.
February 13
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The annual ranking of successful young planners.
February 13
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We've reshuffled our top 100 bank advisers to list them solely by fee business. Here are the top 25.
February 12
