Recruiting

The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

The six-person will focus on ultra-high-net-worth families and individuals in South Florida.

From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.

The two lead advisors had each spent more than two decades with the wirehouse.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

Advisor Kip Adams says access to the IBD’s trading platform and tools have “already improved how we open new accounts and manage our business.”

Financial advisor Jacqueline Campbel led a diversity program at her old firm and has ambitious expansion goals for her new one after 25 years in the industry.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

The quartet of advisors picked the nation’s largest IBD out of the increasing number of suitors available to ex-employee practices.