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While the final revenue figure will not be available until late April, data through the third quarter suggests that bank wealth management businesses may match 2014's record revenue.
February 12 -
Two veteran wirehouse advisors joined the independent firm Stratos Wealth Partners, an independent firm affiliated with LPL.
February 11 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.
February 10 -
The group, Hoyt, Lewis, traces its roots to Waddell & Reed before joining LPL.
January 28 -
Depending on what is permissible under the Labor Department's forthcoming rule, "there will have to be adjustments on the part of the advisor and on the part of the firm," CEO Jim Cracchiolo says.
January 28 -
The wirehouse veterans left to join Raymond James' employee channel.
January 27 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.
January 25 -
The ex-Edward Jones advisor previously oversaw more than $100 million in client assets, according to Baird.
January 25 -
The prescription for holding on to top talent at the major brokerages starts with compensation, writes recruiter Mark Elzweig.
January 21
Mark Elzweig Co. -
CEO Paul Reilly said the fast growing firm's pretax income for its Private Client Group fell 25% year-over-year, and said market volatility was creating headwinds. Yet advisor ranks have climbed to record high.
January 21 -
The firm has had "significant expansion" with fast-growing teams in Chicago and St. Louis, which it expects to continue.
January 21 -
RBC's newest recruits generated $1.8 million in annual production, the firm said.
January 21 -
The former wirehouse advisor previously generated $1 million in annual revenue, according to RBC.
January 20 -
The call for nominations has been extended for On Wall Street's 9th annual Branch Manager Awards.
January 19 -
CEO John Taft warns that regulatory scrutiny will increase, but adds that the long-term goal a unified fiduciary standard of care will still benefit clients and advisors.
January 19 -
The new recruits formed a new team after leaving Wells Fargo and Davenport & Company.
January 14 -
The firm's former correspondent and advisor services supervisor will now oversee consulting operations reaching the firm's 1,900 advisors.
January 12 -
Former chief executive Paul Purcell will stay on as chairman of Baird.
January 5 -
Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.
January 4 -
On Wall Street unveils the biggest producers under age 40 at the super regional and regional broker-dealers.
January 4







