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The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18 -
Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.
January 18 -
The advisors joined the firm's recently opened office in Flint, Michigan.
January 17 -
They were previously part of a team that oversaw $2 billion in assets.
January 17 -
‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.
January 12 -
Advisors have been ditching some of the larger firms for greater latitude.
January 11 -
Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.
January 11 -
The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
January 10 -
The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10 -
Tim Buckley has to navigate the perils of passive-investing dominance.
January 4
Bloomberg News -
Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
January 3 -
The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.
January 3 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.
January 2 -
The firm has been driving its expansion, pulling in talent from its competition.
December 28 -
The pair was drawn to the firm’s “similarly aligned” culture.
December 27 -
Brian Lamb succeeds Mike Michael who was named to the post in May.
December 22 -
As technology reshapes the financial world, conditions should improve in wealth management.
December 22
Emotomy -
The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.
December 21 -
Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.
December 21






















