Cetera Expands Retirement Plan Solutions Team in Response to DOL Rule: Recruiting
HighTower adds a $260M team, and Janney branches out into Tennessee.
Banks Gobbling Up RIAs as Consolidator Field Shrinks: DeVoe
The number of deals is up in the first half of 2017, but the average asset level of the M&As makes a steep decline.
HighTower Nears $50B Mark, Adds 3 Execs
The firm hires George Fischer, Susan Krakower and Kyle Okimoto, who have worked for Merrill Lynch, E-Trade and CNBC.
Raymond James Adds 2 Teams from Wells Fargo: Recruiting Roundup
Meanwhile, HighTower brings on a breakaway group from Merrill Lynch in Florida.
HighTower Adds $500M Group From UBS, Merrill: Recruiting Roundup
RBC gets all-female UBS team, LPL attracts hybrid group, Cetera shares board news, and Wells Fargo promotes execs.
HighTower to Buy $6.4B RIA Aggregator WealthTrust
The larger advisor rollup firm says it added a $75 million credit facility to fund its largest deal to date.
HighTower Adds LPL Group in St. Louis
Meanwhile, a UBS team forms an RIA in Louisville and signs on with Raymond James' Investment Advisors Division.
More Merrill Departures: Recruiting Roundup
Raymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
HighTower Nabs $1B Breakaway Duo in New York: Recruiting Roundup
Meanwhile, RBC adds a pair from Merrill Lynch in Minneapolis with $1 million in yearly fees and commissions.
HighTower Adds $1B Team in Florida: Recruiting Roundup
The group is moving from Wells Fargo Private Bank; meanwhile Focus Financial says a partner firm has wrapped up a deal.