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The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.
May 13 -
Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.
May 13 -
The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.
May 10 -
Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.
May 9 -
Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.
May 9 -
Lisa Dolly will give way to COO Jim Crowley later this year, parent firm BNY Mellon says.
May 8 -
In a bid to further enhance its capabilities for advisors, the firm is also slashing ETF transaction fees on select funds later this year.
May 3 -
The new recruits signed on with the firm’s independent and employee broker-dealer units.
May 2 -
Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.
May 1 -
The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.
May 1








