-
The hires hail from Morgan Stanley and Wells Fargo.
August 11
-
The new hires were previously at Merrill Lynch, UBS, and BB&T.
August 10
-
With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.
August 7
-
The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.
August 5
-
The St. Louis-based firm claims its rival “instructs incoming recruits to compile client information from their former firm” as a matter of course.
August 4
-
The new recruits cited their new employer’s technology platform as motivation for making the career change.
August 3
-
The Minnesota-based Falldin-Mattson Group was previously at Morgan Stanley.
July 29
-
An all-woman team joined the firm in Miami while a branch manager is installed in a new Northern California office.
July 29
-
Three of the quartet join the South Dakota office, while the fourth is in Washington state.
July 23
-
Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.
July 22
