Recruiting
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The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.
March 16 -
The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.
March 15 -
The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.
March 15 -
The new hires join the regional BD from Baird.
March 15 -
The new recruit is focused on serving the Brazilian market, according to the firm.
March 14 -
Morgan's latest hires oversaw about $575 million, On Wall Street learns exclusively.
March 13 -
The growing independent firm has recruited five ex-wirehouse planners since the start of the year.
March 13 -
The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.
March 9 -
Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.
March 8 -
Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.
March 7 -
The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6 -
Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.
March 6 -
The independent firm has recruited a number of wirehouse brokers and grown to $3 billion in client assets, according to the company.
March 6 -
CFP candidates should consider a well-rounded college or graduate school education in professional sales.
March 6 -
The six-member team serves ultrahigh-net-worth investors and families.
March 6 -
The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.
March 6 -
The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.
March 3 -
The group previously generated over $1 million in annual revenue.
March 3 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1 -
Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.
February 28



















