-
The recruits oversaw more than $200 million in client assets.
July 17 -
Jim Senderling and John Robbie had been with Merrill Lynch for 27 and 25 years, respectively.
July 16 -
Kestra grabbed a practice from the No. 1 IBD, but it gained another one while preparing for a top executive’s departure.
July 16 -
Susan Elolampi will be company's latest high-level hire following a dozen appointments in recent months.
July 13 -
The practice has spent 22 years with the No. 1 IBD, but it will be at least the eighth practice of its type to leave amid changes to the firm’s policies.
July 13 -
The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.
July 10 -
The wirehouse has lost at least 123 advisors managing $15.7 billion in client assets year-to-date, according to other firms’ hiring announcements.
July 9 -
Simple readiness strategies can insulate you from protocol fallout.
July 3
USA Financial -
The bank recruited a former executive from Vanderbilt University’s investment office to assume a newly created post directing its third-party manager research efforts.
July 2 -
The firm has recruited 71 advisors so this year and opened branches in four states, according to a spokeswoman.
June 29 -
The No. 1 independent broker-dealer has grown beyond the wirehouses, but it added about 100 fewer advisors than expected from its major acquisition.
June 29 -
The firm plans to double in size in the next three years.
June 29 -
The move boosts the firm's expansion in the central U.S.
June 28 -
Since early May, the wirehouse has lost at least 27 advisors managing a combined $15 billion.
June 28 -
While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.
June 26 -
A former Goldman Sachs broker also joined the boutique firm's office.
June 26 -
The firm is spending about $4 billion in an initiative that spans trading ― particularly in fixed income ― wealth management and other units.
June 26 -
The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
June 25 -
We took a fresh look at our most recent Top 100 Bank Advisors and re-ranked them based solely on their annual production figures. Here are the top 25.
June 25 -
The regional firm's new additions consist of two veteran advisors from Wells Fargo and a father-daughter duo from Merrill Lynch.
June 25






















