RIAs

The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.

The team caters to wealthy clients and athletes, and specializes in private placement life insurance.

The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.

The new hires include industry veterans and they join a growing branch in Dallas.

Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.

CI Financial has inked 14 deals for RIAs in less than a year — taking the lead in a hot M&A market.

“As of today, Wells Fargo Advisors is not allowing solicitation of those two securities,” a spokesperson for the bank said Wednesday.

The new recruits build on the 43 advisors Janney added last year.

One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.

Among the new hires is Scott Collins, former head of brokerage independence and institutional sales consulting. He is one of many ex-TD Ameritrade alums seeking new employment after Charles Schwab acquisition’s of the firm.