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The wirehouse loses four more advisors to the regional BD.
June 7
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Two of the new hires are brothers who spent more than 20 years at the wirehouse.
June 4
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The recruits also opened a new branch for the regional BD.
June 4
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One advisor has more than three decades of experience in the business.
June 4
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The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4
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Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.
June 3
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The advisors managed more than $225 million in combined client assets.
May 30
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While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.
May 22
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Several of the firm’s new hires are industry veterans with more than 30 years of industry experience.
May 20
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The win follows a first-quarter report showing it grew its ranks 3.4% over the prior year.
May 16
