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The new recruits, who previously worked at Wells Fargo Advisors and Janney Montgomery Scott, also pointed to the firm's affiliation with Raymond James in making the move.
June 19
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The wirehouse files for a restraining order in wake of move to Dynasty.
June 19
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New firm FallLine Securities caters exclusively to advisers serving ultrawealthy clients.
June 19
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From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.
June 13
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Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.
June 6
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The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6
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The group opted to join HighTower, which has added nine teams so far this year.
May 22
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"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
May 12
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Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.
May 10 -
The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.
May 9
