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The firm followed rival wirehouses that no longer share their exact number of brokers, which is a critical metric for industry recruiting trends.
April 17 -
The smaller shrinking of the wirehouse's headcount in 2023 underscored a successful year of growth for the megabank's wealth arm.
January 18 -
Despite losing more than 500 brokers from its headcount in the third quarter, the wirehouse sees strong recruiting momentum in its pipeline.
October 17 -
An innovative hybrid firm's new brokerage displays how the industry is placing advisory business at the center of its well-financed plans for the future.
August 25 -
The IBD unveiled its second major recruiting addition in as many months to kick off the year.
February 19 -
LPL Financial and indie rivals like Raymond James, Wells Fargo FiNet and Kestra Financial completed at least 17 recruiting grabs of $800 million or more this year.
December 18 -
The Boston-based boutique oversees the assets of roughly 140 full- service clients and 800 individual households.
December 3 -
Sales are tumbling and gravitating to different products as Wells Fargo settles a FINRA case and researchers examine the defunct fiduciary rule.
September 3 -
“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.
August 4 -
The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.
July 24