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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 -
These mega brokers managed $18 billion in assets at their previous firms.
July 19 -
Jim Senderling and John Robbie had been with Merrill Lynch for 27 and 25 years, respectively.
July 16 -
The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.
July 11 -
While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.
June 26 -
While a search is underway to replace Howard Plotkin, his duties are being handled by global Chief Compliance Officer David Lang.
June 12 -
Nearly three-in-four advisors (73%) do not have a succession plan in place.
June 5 -
The wirehouse has lost a steady stream of brokers over the past year and a half.
May 29 -
Wirehouses have been seeing a decline in their advisor headcounts.
April 26 -
The wirehouse recently reported advisor headcount shrank by 258 advisors year-over-year.
April 19 -
Frustrated by the limitations of working at a bank-owned brokerage, advisors Randy and Matthew Price opted to join the independent firm in Houston.
March 26 -
The firm poached two advisors from its rivals as it expands its talent pool.
March 5 -
One recruiter argues the firm is losing talent because it will eventually exit the Broker Protocol.
February 26 -
This is the second time in recent weeks that the firm has poached talent from the wirehouse.
January 31 -
John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.
January 30 -
The advisor was drawn to the regional BD’s small culture.
January 25 -
On Wall Street honors elite young producers at the regional BDs.
January 24 -
On Wall Street continues its unveiling of its annual ranking of successful young planners.
January 16 -
In On Wall Street's annual ranking of successful young planners, who made the cut?
January 16
















