Recruiting
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The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.
July 25 -
The new recruits managed over $300 million in client assets.
July 25 -
The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.
July 25 -
The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.
July 25 -
Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.
July 24 -
Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.
July 24 -
![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/245e397/2147483647/strip/true/crop/3000x1688+0+22/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)
Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.
July 23 -
Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23 -
The wirehouse’s pipeline for incoming brokers is at a two-year high.
July 22 -
The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.
July 22
![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/de64810/2147483647/strip/true/crop/3000x1688+0+22/resize/1440x810!/format/webp/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)
