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This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.
January 10 -
Talent appears to be pouring from the wirehouse as more planners exit.
January 9 -
Investigators say the onetime FiNet branch manager preyed on “particularly vulnerable” clients, including several with dementia.
January 2 -
The company has its incentives, but here’s what could be waiting for advisors.
January 2Elite Consulting Partners -
The regional brokerage isn’t slowing down its recruiting efforts.
December 28 -
The advisors joined the firm’s employee and independent broker-dealer units.
December 24 -
The 50 largest teams and OSJs to change their affiliations show both the threat to incumbent firms posed by RIAs and the scale afforded by acquisitions.
December 17 -
The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.
December 14 -
The wirehouse has experienced rapid growth in advisor productivity, executives say.
December 13 -
The firm will test markets in a few cities next year in a bid to keep pace with a shifting wealth management landscape.
December 4