-
Pinnacle Investments tapped Ami Forte despite her ongoing legal struggles with her former firm and Home Shopping Network founder Roy Speer’s estate.
March 15 -
Jarrett Kovics will help the firm with recruiting and advisor development.
March 14 -
The two advisors generated about $1.5 million in annual revenue, according to the No. 3 IBD.
March 13 -
The unit will provide specialized services for private banking, international and institutional clients."
March 13 -
ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.
March 12 -
Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9 -
At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.
March 8 -
It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.
March 8 -
Unhappy with M&A offers, CJM chooses to stay independent.
March 7 -
The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.
March 7 -
The move comes at a bad time for the firm, which amid scandals and mounting regulatory scrutiny has lost more than 300 advisors in a year.
March 6 -
The firm’s hot recruiting streak forges ahead with another grab from a rival firm.
March 6 -
The regional broker-dealer is gearing up for another big recruiting year in 2018.
March 6 -
Chris Randazzo rejoins the firm’s former president, Gregory Fleming, at Rockefeller Capital.
March 5 -
Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.
March 5 -
The firm poached two advisors from its rivals as it expands its talent pool.
March 5 -
Planners looking for fewer restrictions and regulation are steadily leaving wirehouses.
March 1 -
CEO Bob Oros says the firm is focusing on recruiting more experienced advisors, among other changes at the No. 19 IBD.
March 1 -
The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.
March 1 -
Baird looks to expand its presence in the Greater Chicago area with latest hire.
February 28























