Recruiting
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The banking industry appears to be stuck when it comes to diversifying the leadership ranks.
February 15 -
Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.
February 14 -
Nathan Stibbs will be the midsize independent firm's first director of corporate strategy after it picked up more than a dozen teams in 2022.
February 10 -
Wealthcare Advisory, an LPL hybrid RIA, deployed its private equity capital and planning technology to reach record levels of client assets and financial advisors.
February 7 -
The largest independent broker-dealer is also "on a journey" to reach more high net worth clients through new tools under development, CEO Dan Arnold said.
February 3 -
The firm also added $15 billion in client assets through recruiting in 2022 just before announcing the largest deal of CEO Adam Antoniades' tenure.
February 1 -
Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.
January 26 -
The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.
January 26 -
The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.
January 25 -
Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.
January 23
