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The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.
May 15
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The partnership marks the second since two private equity firms infused the aggregator with capital.
May 15
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The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.
May 15 -
"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
May 12
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Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.
May 12
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The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.
May 11
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The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10
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Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.
May 10
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The digital platform was intended for use by all of the firm's wealth advisers.
May 10
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The partnership “shows just how much technology is being democratized and customized,” according to one researcher.
May 10
