Neil Weissman has moved rapidly to build a thriving practice.
New Hire Roundup: Dana McLaughlin Joins Beirne Wealth Consulting
This week in new hires, CLA Wealth Advisors added George Hostal, and Hartford Funds brought in Shaun McDonald and Dylan White.
Raymond James, Janney Nab More Wirehouse Reps
There's some debate, however, as to what's driving the latest movement out of the wirehouses and its significance, experts say.
Baird Hires Wells Fargo Recruiter
Peter Miller will lead the employee-owned group's efforts to add financial advisors in the Northeast.
Road to Independence Is Particularly Rocky for Minorities
Despite the hurdles minorities face in going independent, it should still be a goal for young planners.
Raymond James Grabs Another Husband-Wife Team From Morgan Stanley
The Houston-based group has about $70 million in assets and $700,000 in yearly production.
Raymond James Nabs $225M Wells Rep
The veteran advisor, Mark Teed, joins its employee channel.
Mergers: A Tech Nightmare for Advisors
No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.
New Hire Roundup: Hatteras Promotes Murphy
This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.
Branch Manager’s Cowboy Call: ‘Can You Ride for the Brand?’
Hard-driving, competitive, goal-focused, Keith A. Vanderveen, president of the home region of Wells Fargo Advisors’ Private Client Group, does not mince words.