Recruiting Roundup: RBC Wealth Adds 2 Teams From Rivals
Meanwhile, Cetera, Deutsche Bank and Snowden Lane say they have picked up new advisors as well.
Raymond James Tops Estimates, Reports Strong Revenue: Q2 Earnings
Plus, the Private Client Group's fee-based business is growing 11% year over year, according to CEO Paul Reilly.
Recruiting Roundup: Dynasty Adds Group From Lebenthal
Meanwhile, several wirehouse reps help form a new RIA in Cleveland; Betterment adds a CFO and hits $5 billion in AUM.
How a UK Advisor, Strategist Handled Brexit
London-based Raymond James wealth manager Matthew Hunt and his colleague, Chris Bailey, say their clients aren’t panicking as "the dust settles."
SIFMA Roiled by Split Over DOL Fiduciary Suit by Wirehouses, Smaller Firms
Large broker-dealers favored compliance over fighting DOL; Wells Fargo, Morgan Stanley said to have opposed court battle.
Recruiting Roundup: Raymond James Adds $205M Wells Team
Meanwhile, LPL Financial, U.S. Trust and others announce new affiliated reps and management hires.
A Glimpse of the Future of Annuities
Lower commissions and the continued decline of VAs are among the likely effects of the DOL fiduciary rule and other market forces.
Recruiting Roundup: Raymond James, RBC Wealth Add Teams in West
Meanwhile, Triad Advisors shares news on the latest group to join its hybrid platform.
Recruiting Roundup: Raymond James Adds Affliates, Reps With $3.2B in Assets
Meanwhile, Merrill Lynch, RBC, Dynasty, Schwab and other firms welcome new advisors to their operations.
Recruiting Roundup: Raymond James Adds $620M Bank Group, Advisor
Meanwhile, Morgan Stanley picks up four reps with a combined $790 million in assets.