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The firm is looking beyond aggressive recruiting efforts that have netted 73 new advisors year-to-date.
July 25
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The regional broker-dealer has stepped up its expansion this year.
July 23
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John and Cary Kortze opened Steward Partners' 16th branch office.
July 23
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The regional firm has opened five new branches and hired at least 73 advisors year-to-date.
July 20
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The recruits oversaw more than $200 million in client assets.
July 17
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Five of the regional BD's new hires come from Wells Fargo.
July 12
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The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.
July 11
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Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.
July 11
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Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.
July 11
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The wirehouse has lost at least 123 advisors managing $15.7 billion in client assets year-to-date, according to other firms’ hiring announcements.
July 9
