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Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.
July 9 -
One recruit left an IBD to join the wirehouse.
July 9 -
They left Merrill Lynch and Wells Fargo to join their new firm.
July 9 -
The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.
July 7 -
Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.
July 7 -
The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.
June 30 -
They join a growing St. Louis branch that RBC opened in 2018.
June 29 -
Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29 -
The advisors defected from rivals UBS and Merrill Lynch.
June 25 -
After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.
June 24 -
In both moves, fathers brought their children to work as colleagues.
June 24 -
LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.
June 24 -
The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.
June 23 -
Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.
June 22 -
The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.
June 17 -
One of the new hires had been with the wirehouse since starting his career there 22 years ago.
June 15 -
CEO Jim Gold anticipates an uptick in advisor moves in coming months.
June 15 -
The advisors had been with their former employer for 11 years.
June 15 -
The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.
June 11 -
The new additions include an advisor with five decades of experience in the business, plus his two sons.
June 11






















