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The firm has been picking off talent from rivals, primarily wirehouses.
July 30
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The new recruits managed over $300 million in client assets.
July 25
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The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.
July 25
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The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.
July 25
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Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23
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David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.
July 15
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Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.
July 10
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An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.
July 3
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Recruitment is ongoing — not a one-time sales pitch.
July 2
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The firm has been hiring advisors aggressively, attracting talent with its culture and technology.
June 27
