Regional BDs

The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.

The firm is looking beyond aggressive recruiting efforts that have netted 73 new advisors year-to-date.

The regional broker-dealer has stepped up its expansion this year.

John and Cary Kortze opened Steward Partners' 16th branch office.

The regional firm has opened five new branches and hired at least 73 advisors year-to-date.

The recruits oversaw more than $200 million in client assets.

Five of the regional BD's new hires come from Wells Fargo.

The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.

Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

The wirehouse has lost at least 123 advisors managing $15.7 billion in client assets year-to-date, according to other firms’ hiring announcements.

Industry changes and ongoing bank scandals have tilted the playing field in favor of smaller brokerages.

The firm has recruited 71 advisors so this year and opened branches in four states, according to a spokeswoman.

The move boosts the firm's expansion in the central U.S.

Since early May, the wirehouse has lost at least 27 advisors managing a combined $15 billion.

J.D. Power’s annual survey reveals the importance of leadership and culture, along with differences among male and female representatives.

While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.

Wells Fargo has lost at least 80 brokers managing more than $12 billion in assets before the end of the second quarter.

The regional firm keeps growing after joining the Broker Protocol in March.

Three advisors who left the firm years ago are returning to the regional broker-dealer.