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His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.
July 6
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The new recruits, who previously worked at Wells Fargo Advisors and Janney Montgomery Scott, also pointed to the firm's affiliation with Raymond James in making the move.
June 19
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The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.
May 15
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Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.
May 10
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HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.
April 10
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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 -
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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The independent firm affiliated with Raymond James recruited six advisers for a new branch office.
February 24
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Recruits from Morgan Stanley and RBC joined the independent firm affiliated with Raymond James.
January 24
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The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20
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The fast-growing firm has recruited 25 advisers this year, and is affiliated with Raymond James.
December 19 -
The three recruits joined the independent firm from Wells Fargo and Edward Jones.
November 7
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How some firms bypass traditional methods and offer points and rewards programs.
November 4
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Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.
September 27
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Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.
September 26
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The independent firm affiliated with Raymond James lured a wirehouse recruit with close to 20 years of experience.
July 25
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Market volatility and industry changes have had a chilling effect on advisers' career plans.
July 10
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The new recruits are opening a new office for the independent firm.
June 15
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Two veteran advisers joined the independent firm, which is affiliated with Raymond James.
May 31
