Recruiting
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The regional BD opened its third new location in Texas this year.
June 7 -
The wirehouse loses four more advisors to the regional BD.
June 7 -
The firm had cut back on hiring efforts in 2016, citing exorbitant costs.
June 6 -
How to solve the financial planning industry’s diversity problem.
June 6 -
Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4 -
The recruits also opened a new branch for the regional BD.
June 4 -
One advisor has more than three decades of experience in the business.
June 4 -
The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4 -
The new player aims to disrupt the sector despite losing some 300 reps to other firms.
June 3 -
The advisors managed more than $225 million in combined client assets.
May 30
