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The firm is expanding its Tucson office with the addition of the Langer Wealth Management Group.
November 13 -
After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.
November 13 -
The moves comes amid uncertainty about the future of the Broker Protocol.
November 10 -
In a case of déjà vu, this is the second time a father-son team left Wells Fargo for RBC in the past two weeks.
November 9 -
The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.
November 3 -
Four of the departures happened in New York following the firm's abrupt departure from the Broker Protocol.
November 2 -
The regional firm's new Palos Verdes, California, branch furthers its expansion in the region.
November 2 -
Ziegler is the latest in a line of purchases by Stifel and other regional broker-dealers.
November 2 -
Team lead C. Gene Jester brings 30 years of experience, a background in divinity and his son to Baird
November 1 -
The company has been benefited from aggressive recruiting, with its advisor headcount hitting a record 7,346.
November 1