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The recruiting deal comes after NewEdge Advisors drew a 24-person team previously managing $1.4 billion for Ameriprise earlier this year.
February 26
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Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.
February 25
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The arrival of Warren-Fantano Wealth Management at Janney will give the regional broker-dealer a new office in Delaware.
February 23
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The Weikes Slattery Group generated $17 million in annual revenue from locations in New York and California.
February 20
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Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.
February 19
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The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.
February 17
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Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
February 13
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Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
