Recruiting
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In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.
February 10 -
The team’s client base primarily consists of business owners, corporate retirement plans, families and individuals and retirees.
February 9 -
The bank is winding down the roughly $40 billion international segment of its wealth management business.
February 8 -
As the No. 1 IBD rolls out M&A services to advisors this quarter and reels in record recruits, Dan Arnold says the firm is experimenting.
February 5 -
The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.
February 5 -
New hires come at a moment of heightened competition for talent industrywide.
February 5 -
Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.
February 4 -
Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.
February 3 -
The team caters to wealthy clients and athletes, and specializes in private placement life insurance.
February 3 -
The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3
