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The group includes several industry veterans, one of whom has 50 years of industry experience.
October 29 -
Kelly Coffey will succeed Russell Goldsmith as CEO of City National, a Los Angeles-based unit of RBC.
October 25 -
The regional BD has added three new advisor teams to its ranks, as well as a head of equity and institutional middle markets.
October 10 -
Being an independent advisor isn’t for everyone.
October 2 -
The regional broker-dealer’s head count jumped up to 1,824 in the third quarter.
September 11 -
This is the first move of Joseph Chu’s financial career, but it’s not the wirehouse’s first big loss this year.
September 7 -
The firm’s most recent hires are 2 advisors overseeing more than $550 million in client assets.
August 20 -
The firm is looking beyond aggressive recruiting efforts that have netted 73 new advisors year-to-date.
July 25 -
The regional firm has opened five new branches and hired at least 73 advisors year-to-date.
July 20 -
Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
July 19