Recruiting

Pole-vaulting advisor Mark Cortazzo’s practice marked at least the second hybrid in three months to leave the firm for Mutual Securities.

Executives from Pershing and Fidelity say smaller firms can find a home in the hybrid space.

Industry insiders have anticipated increased litigation following UBS and Morgan Stanley's exits from the Broker Protocol.

More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.

Headcount dropped by 413 brokers year-over-year, but productivity per FA jumped by 29%.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

The four-member group previously generated about $2.5 million in annual revenue.

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

Frequent recruitment adds to the firm’s bench after stemming an outflow of talent late last year.

The bank is removing hurdles to employee advisors switching channels among other recent initiatives.

CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.

The planner wasn’t happy with the direction his former firm was pushing its advisors.

Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The firm, which has roots going back 130 years, sees a way to potentially turbocharge growth.

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

Headcount is down by 200 compared to a year-ago.

Coming off a strong recruiting year, Steward Partners has enticed three more Wells Fargo brokers.

The move marks the firm's second hire in the past week.

The advisors joined the firm's recently opened office in Flint, Michigan.