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The regional firm's new additions consist of two veteran advisors from Wells Fargo and a father-daughter duo from Merrill Lynch.
June 25 -
Wells Fargo has lost at least 80 brokers managing more than $12 billion in assets before the end of the second quarter.
June 21 -
The wirehouse has been fighting to keep managed assets this year, suing ex-advisors for taking client information during their move.
June 18 -
After a busy month nabbing talent from Wells Fargo, Raymond James picks up a team from Stifel.
June 15 -
Three advisors who left the firm years ago are returning to the regional broker-dealer.
June 15 -
Michael O’Keeffe has been with the firm since 2013, having previously worked at Merrill Lynch.
June 5 -
Most of the new hires came from Wells Fargo, which has suffered from advisor attrition over the past year.
May 30 -
The investment bank agreed to buy Business Bancshares in St. Louis.
May 11 -
Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.
May 4 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 1 -
One of the new hires has more than five decades of industry experience.
April 30 -
Wirehouses are losing talent as advisors look to escape bank-owned firms.
April 25 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 25 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 24 -
The firm also opened a new office in Lancaster, Pennsylvania.
April 18 -
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
April 11 -
The research firm’s annual survey included new queries reflecting changes in the industry.
March 29 -
The broker-dealer has been scooping up talent from its rivals for months.
March 15 -
James Van Steenhuyse will oversee the firm's planned growth in the region.
March 15 -
The firm poached two advisors from its rivals as it expands its talent pool.
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