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The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.
August 2 -
Already an aggressive recruiter, the firm upped its advisor head count by 115 during the recent quarter.
July 31 -
The forthcoming changes will build on digital investments the firm has made recently, according to an executive.
July 30 -
Stifel is expanding on the West Coast, hiring 13 recruits in California year-to-date.
July 30 -
A 34-year old broker with high-net-worth tax specialty signs with Dynasty.
July 30 -
Compensation related to financial advisor recruiting fell 22% for the second quarter.
July 25 -
Banking scandals are playing only a small role in advisor attrition, the firm says.
July 25 -
John and Cary Kortze opened Steward Partners' 16th branch office.
July 23 -
Advisor attrition is up at the beleaguered firm, but it doesn't have to be.
July 20Elite Consulting Partners -
Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
July 19