Steward Partners

In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.

How FAs and firms are adapting to a radically different business environment.

Troy Erickson, a former Smith Barney manager, reunites with ex-colleagues at the fast-growing firm at a challenging moment.

The independent firm is pursuing an ambitious agenda, but will do so without a pair of former divisional presidents.

The firm has picked up 19 advisors and opened six offices this year.

The hybrid RIA pivots to take on Dynasty as a platform provider, offering equity as a sweetener.

The fast-growing firm now has more than 100 brokers.

The firm’s latest hires come at the expense of Wells Fargo, Merrill Lynch and UBS.

The advisors joined a former colleague at Steward Partners, an independent firm affiliated with Raymond James.

The advisors were lifelong Morgan Stanley advisors, having started their careers at Smith Barney before Morgan acquired it.

The Raymond James affiliate has snagged more than two dozen recruits this year.

Two wirehouse veterans are the latest to join a fast growing independent firm.

John and Cary Kortze opened Steward Partners' 16th branch office.

While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.

By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.

Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.

The team is the latest in a stream of advisors who are leaving the wirehouse for smaller rivals.

One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.

Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.

Frustrated by the limitations of working at a bank-owned brokerage, advisors Randy and Matthew Price opted to join the independent firm in Houston.