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The new recruits join the firm’s employee channel from both wirehouses and the independent space.
August 5 -
The two advisors will name the team’s practice after their shared experience working for the military.
August 2 -
Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.
August 1 -
Former retail brokerage head David Kowach is moving to the consumer bank.
August 1 -
One advisor has worked at Securian for his entire career.
July 31 -
At least two clients said they received calls from the advisor where he discussed his departure from the firm, according to the complaint.
July 31 -
The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.
July 25 -
The new recruits managed over $300 million in client assets.
July 25 -
Reorganization includes the departure of one of the company’s highest paid executives.
July 25 -
Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.
July 24 -
Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.
July 24 -
The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.
July 23 -
The exit wasn’t due to any “one thing,” Tim Hockey said.
July 23 -
Analysts and advisors expressed surprise at the announcement.
July 22 -
The wirehouse’s pipeline for incoming brokers is at a two-year high.
July 22 -
The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.
July 22 -
The practice made the move as reps say they're more likely to breakaway now than at the end of 2018.
July 22 -
Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.
July 17 -
David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.
July 15 -
Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.
July 15






















