-
LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.
December 18 -
Lagging rival broker dealers, the firm recruited the president of RIA firm Priority Financial Group to lead the financial institutions division.
December 14 -
At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.
November 16 -
The practice’s managing director blamed the No. 1 IBD in part for its move to Securities America.
November 13 -
The firm has signed four big recruiting deals in the past three months.
November 6 -
The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.
October 19 -
The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.
September 12 -
Experts say firms that clear through Pershing have an advantage in the looming recruiting fight.
August 28 -
Securities America adds 10 advisors in the second recent poach by a Ladenburg Thalmann firm.
August 14 -
None of the FP50 are close to equalizing their ranks of men and women.
June 25