Recruiting

One departing practice managed $100 million in assets.

Several of the new recruits had spent more than a decade with Questar.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

What advisory firms need to know about getting the most out of their team.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

The IBD last recruited a practice from Cetera in October.

The firm has a particular focus on female clients and empowering women to better control their finances.

The firm has its origins as a family office founded by John D. Rockefeller in 1882.