-
The regional BD continues its accelerated expansion with the addition of three ex-wirehouse teams, including a father-son duo.
June 19
-
Sanctuary Wealth firms now have over $10 billion in client assets.
June 18
-
The regional firm lost three advisors, one of whom joined a group that's added some $1.2 billion in recruited assets and organic growth this year.
June 18
-
The recruits include a 37-year industry veteran who co-managed $240 million in client assets.
June 14
-
The former general counsel has signaled interest in staying on.
June 14
-
The regional BD has maintained a steady influx of wirehouse advisors.
June 13
-
Two teams with $344 million in total AUM are tasked with expanding the firm’s presence in Mexico and South America.
June 13
-
The fast-growing firm now has more than 100 brokers.
June 10
-
The wirehouse loses four more advisors to the regional BD.
June 7
-
Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4
-
The recruits also opened a new branch for the regional BD.
June 4
-
One advisor has more than three decades of experience in the business.
June 4
-
The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4
-
The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3
-
The advisors managed more than $225 million in combined client assets.
May 30
-
One departing practice managed $100 million in assets.
May 30
-
Several of the new recruits had spent more than a decade with Questar.
May 29
-
The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.
May 24
-
While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.
May 22
-
The IBD last recruited a practice from Cetera in October.
May 22
