Raymond James Adds $100M Team; $84M Rep Returns to Securities America
The team joins from Wells Fargo, while the advisor comes back after departing from Valmark Securities.
Baird Grabs Wells Fargo Team as FSC Adds Morgan Stanley Reps
The wirehouse groups join an employee-owned firm and an IBD with about $215 million and $300 million in client assets, respectively.
LPL, Commonwealth Grab Advisor Teams
The two IBDs trade affiliated teams based in Minnesota and Iowa.
Advisors Move to Raymond James, Securities America, Wells Fargo
Raymond James adds a $1.6 million group from Wells Fargo; Securities America welcomes back a $2 million producer.
LPL Welcomes Back $200M Team; Raymond James Adds $220M Wells Group
The advisor group returns to LPL from Ameriprise, while Raymond James welcomes three reps to its Advisor Select channel.
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.