-
The advisors are based in Florida, while the new executive will oversee the New York tri-state area.
July 13 -
Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.
July 9 -
One recruit left an IBD to join the wirehouse.
July 9 -
They left Merrill Lynch and Wells Fargo to join their new firm.
July 9 -
The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.
July 7 -
Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.
July 7 -
The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.
June 30 -
They join a growing St. Louis branch that RBC opened in 2018.
June 29 -
Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29 -
The advisors defected from rivals UBS and Merrill Lynch.
June 25