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Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.
January 30 -
CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.
January 25 -
Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.
January 25 -
Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.
January 23 -
Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.
January 22 -
‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.
January 12 -
Advisors reported significant growth in assets under management and expect more of the same in the coming months.
January 10 -
The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
Kestra Financial’s James Poer offers advisors his three predictions for the new year.
December 22Kestra Financial