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This is the 14th new location the regional BD has opened so far this year.
August 23
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The new recruits come from Merrill Lynch and Stifel, with $165 million in total client assets.
August 14
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These and other firms are building brands that appeal to advisors. Here’s how.
August 12
Elite Consulting Partners -
Danny Ludeman had worked at the wirehouse from 1999 to 2014.
August 6
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One advisor has worked at Securian for his entire career.
July 31
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The firm has been picking off talent from rivals, primarily wirehouses.
July 30
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The new recruits managed over $300 million in client assets.
July 25 -
Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.
July 10
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An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.
July 3
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The firm has been hiring advisors aggressively, attracting talent with its culture and technology.
June 27
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The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.
June 20
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The purchase gives the firm, which relies on the U.S. for nearly all revenue, a foothold in Canada.
June 18 -
The recruits include a 37-year industry veteran who co-managed $240 million in client assets.
June 14
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The regional BD opened its third new location in Texas this year.
June 7 -
Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4
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Several of the firm’s new hires are industry veterans with more than 30 years of industry experience.
May 20
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The list includes the biggest wirehouse breakaway team in the past five years.
May 6
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Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.
May 1
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The regional BD adds two teams with $373 million in assets.
April 26
