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The Swiss firm picked up a team that oversaw approximately $900 million in client assets.
June 6 -
The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.
June 5 -
The two advisers generated $7 million in annual revenue, according to their new employer.
June 2 -
He concealed 300 transactions over two years while raking in millions of dollars, investigators say.
June 2 -
The wirehouse had held back on finalizing some aspects of its fiduciary implementation plan until the rule's fate was clearer.
June 1 -
The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.
May 24 -
It seems that a long bull market in transition deals may be coming to an end.
May 23 -
The broker says the decision to switch firms was "an easy one."
May 17 -
Led by a 33-year industry veteran, the group joins the regional firm from UBS.
May 16 -
The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10