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Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.2h ago
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The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.September 16
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While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.September 13
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The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.September 13
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The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.September 12
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The new recruits include a father-and-son duo in Orlando.September 12
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A financial planner serving entrepreneurs decided to become an entrepreneur himself.August 28
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At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.August 28
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Advisor Chuck Cooper says he hopes the new practice will be a home for breakaway wirehouse and IBD-affiliated advisors.August 27
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The RIA founded by former Barclays advisors caters to ultrawealthy clients.August 27
