Recruiting

Bradley Bruce, a 30-year veteran, brings the 8th Texas group the firm has added.

The wirehouse seeks a recruitment edge over Wall Street banks taking a more hardline approach to in-office days.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

The firm is following through on its $30-billion pledge and trying to forge a different onramp into the profession.

Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.

The multigenerational practice decided it was time to make the move.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.