Financial institutions

The regional broker-dealer said it completed its acquisition of the British bank's U.S. wealth management unit, but it now expects that less than half of the assets under management will transfer over to the firm.

The recruit previously generated $1.3 million in annual revenue.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

The wirehouse's newest hires come from Credit Suisse, which is looking to exit the U.S. wealth management market.

Employees at the wirehouse learned in a memo Thursday that Chris Wolfe was named CIO, among several other changes.

The firm's 2016 comp plans helps continue an emphasis on growing banking and lending businesses – a top strategic priority for the wirehouse, according to President Greg Fleming.

The wirehouse is increasing thresholds on grid ranges and tweaking some awards.

The fast-growing regional B-D agreed to acquire the brokerage unit of Deutsche Asset & Wealth Management and operate it under the Alex. Brown brand.

The recruits include two advisors who joined the employee channel at Ameriprise and three who went over to the firm's independent side.

Here is the best of the best bank advisers, the top half of our Top 50.

This is it, our signature ranking of the top financial advisers in the bank channel.

The recruit had $1 million in annual production before leaving the wirehouse.

A financial planner left the wirehouse for the independent channel at Wells Fargo.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue the Next 50.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The group generated annual revenues of $3 million before making the move.

The recruits collectively had $1.7 million in annual revenue before making the move.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50.

The investment bank lands a six-member group to run a custody and emerging-market bond business within its wealth management unit.

The wirehouse's three newest recruits come from Credit Suisse.