RIAs

Led by a 33-year industry veteran, the group joins the regional firm from UBS.

The regional firm's latest hires come just a week after it hired a Morgan Stanley branch manager.

The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.

The partnership marks the second since two private equity firms infused the aggregator with capital.

The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.

"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.

The new hires joined from UBS and Morgan Stanley, according to the firm.

Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.