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Stan Leavitt said he was drawn to the regional firm for its culture and financial planning capabilities.
July 20
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The new complex manager will oversee 43 advisers at the regional brokerage.
July 19
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The advisers previously worked at RBC Wealth Management, with one of them making the firm’s Chairman’s Council.
July 18
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Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.
July 17
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The broker now operates from Ameriprise's independent side, according to the company.
July 13
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The latest hires join the regional firm from Wells Fargo and RBC.
July 11
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Wealthy clients are demanding more services and help planning their lives, the regional firm says.
July 11
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The new comp plan for its employee channel advisers goes into effect in September.
July 11
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Concerns about management dragged down job satisfaction ratings in J.D. Power’s annual survey.
July 10
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Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.
June 29
