Wirehouse advisors

Two teams with $344 million in total AUM are tasked with expanding the firm’s presence in Mexico and South America.

The fast-growing firm now has more than 100 brokers.

The regional BD opened its third new location in Texas this year.

The firm had cut back on hiring efforts in 2016, citing exorbitant costs.

Concerns arose when the SEC first proposed its package of regulations. Instead of addressing these worries, the agency just codified them.

The advisors managed more than $225 million in combined client assets.

One departing practice managed $100 million in assets.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

The firm has its origins as a family office founded by John D. Rockefeller in 1882.

Several of the firm’s new hires are industry veterans with more than 30 years of industry experience.

Richard Fuld's Matrix Private Capital Group has both asset and wealth management operations.

The win follows a first-quarter report showing it grew its ranks 3.4% over the prior year.

The RIA is the largest firm to depart the protocol in more than a year and a half.

The pickup adds to the platform service provider’s hot streak.

Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.

Two factors are prompting an upsurge in career changes.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

The move will merge capital-markets teams across wealth management and the investment bank in the U.S.

Is there a lesson for other advisors considering a career change?

The firm is benefiting some referrals from Bank of America’s other business units.