-
The aggregator has bought 22 firms with $7.1 billion AUM since 2016.
June 25
-
The insurance-affiliated firm aims for growth while some counterparts have exited the sector.
June 25
-
Six of the new recruits broke away from Merrill Lynch.
June 25
-
Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.
June 21
-
The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.
June 21
-
The St. Louis-based firm is looking to hire advisors from wirehouses, says head of recruitment John Pierce.
June 20
-
One team set up an independent practice while the other signed on with the firm’s employee broker-dealer.
June 19
-
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
