-
Internal hire Chuck Hastings will make the move from the firm's asset management division.
August 30 -
This is the 14th new location the regional BD has opened so far this year.
August 23 -
Each of the three advisors has more than 20 years of experience in the business.
August 19 -
The firm has made formal hiring offers totaling approximately $214 million as of June 30.
August 13 -
These and other firms are building brands that appeal to advisors. Here’s how.
August 12
Elite Consulting Partners -
The new recruits bolted from Morgan Stanley after nearly 20 years with the wirehouse and its predecessor firms.
August 9 -
Danny Ludeman had worked at the wirehouse from 1999 to 2014.
August 6 -
The new recruits join the firm’s employee channel from both wirehouses and the independent space.
August 5 -
The two advisors will name the team’s practice after their shared experience working for the military.
August 2 -
One advisor has worked at Securian for his entire career.
July 31 -
There are red flags that may be pointing to elder fraud in a client account.
July 30 -
The firm has been picking off talent from rivals, primarily wirehouses.
July 30 -
The new recruits managed over $300 million in client assets.
July 25 -
The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.
July 25 -
The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.
July 25 -
Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23 -
David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.
July 15 -
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 -
An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.
July 3 -
Recruitment is ongoing — not a one-time sales pitch.
July 2














