-
The firm sold 100% of ownership interests in its asset management and family office units.
March 7 -
The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.
March 7
-
Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.
March 7
-
The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.
March 6
-
The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6
-
Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.
March 6
-
The six-member team serves ultrahigh-net-worth investors and families.
March 6
-
The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.
March 6
-
The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3
-
The group previously generated over $1 million in annual revenue.
March 3
-
Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.
March 3 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1
-
Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28
-
The appointment follows a management realignment that occurred in the wake of Huntington's acquisition of FirstMerit last August.
February 28
-
The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.
February 28
-
The three recruits all have past work experience at A.G. Edwards.
February 27
-
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24
-
The bank's current leader of Consumer Banking and Private Wealth Management will move to a new role spearheading initiatives to evaluate further fintech alliances.
February 24
-
The regional firm's newest hire generated $926,000 while at the wirehouse, according to RBC.
February 24
-
The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.
February 24
