Recruiting

The regional BD has been on a red-hot recruiting streak.

An analyst expects “solid” recruiting figures for the fourth quarter after the No. 1 IBD added the five-advisor group plus an ex-Raymond James bank program.

The four-person team is the first 2019 hires for the boutique bank.

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

The broker-dealer filed a motion requesting that Jason Kirkland’s lawyer not be allowed to represent him in court.

This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.

Talent appears to be pouring from the wirehouse as more planners exit.