-
The firm also granted its new chief stock options worth $4.8 million following a debt refinancing.
March 20
-
Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.
March 20
-
The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.
March 15
-
The growing independent firm has recruited five ex-wirehouse planners since the start of the year.
March 13
-
Two of its Royal Alliance firms form a $2.5 billion powerhouse.
March 8
-
The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.
March 7
-
The six-member team serves ultrahigh-net-worth investors and families.
March 6
-
Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28
-
The latest developments make columnist Bob Veres wonder whether he has fallen through a wormhole.
February 27
Financial Planning -
The independent firm affiliated with Raymond James recruited six advisers for a new branch office.
February 24
