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One of the two new hires is an industry veteran of 34 years.
February 15
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After half a century, Christopher Sargent is making his first career change.
February 14
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“We got to the point where we wanted a pure fiduciary relationship with clients,” Perry Mattern says.
February 12
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It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.
February 6
Mark Elzweig Co. -
The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.
February 4
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The bank is targeting advisors with $100 million or more in assets.
January 30
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An analyst expects “solid” recruiting figures for the fourth quarter after the No. 1 IBD added the five-advisor group plus an ex-Raymond James bank program.
January 17
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The four-person team is the first 2019 hires for the boutique bank.
January 16
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The firm has lost more than 1,100 advisors since a phony accounts scandal came to light in 2016.
January 15
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The firm’s newest recruits come from Merrill Lynch and Wells Fargo.
January 14
