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Craig Findley once helped oversee a 36-member team that managed more than $6 billion.
June 27
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The firm has been hiring advisors aggressively, attracting talent with its culture and technology.
June 27
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The team made the transition with Kestra Private Wealth Services.
June 26
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The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.
June 26
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The aggregator has bought 22 firms with $7.1 billion AUM since 2016.
June 25
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The insurance-affiliated firm aims for growth while some counterparts have exited the sector.
June 25
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Six of the new recruits broke away from Merrill Lynch.
June 25
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Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.
June 21
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The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.
June 21
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The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.
June 20
