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The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.November 4
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CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.August 5
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The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.May 23
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The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.February 6
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President Shawn Mihal unveiled a series of changes to the firm’s compensation grid, field structure and advisory programs.November 14
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A multi-year reorganization of the firm has lowered head count by more than a quarter but boosted productivity by nearly a half.November 2
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The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.August 1
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The firm is prioritizing its most productive advisors after shedding some 30% from its headcount.May 1
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Headcount dropped by 413 brokers year-over-year, but productivity per FA jumped by 29%.February 1
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The IBD's longtime head stepped down as part of a plan to remake the firm.November 28
