Baird Adds $350M Ex-Schwab Rep
Meanwhile, Raymond James and Ameriprise pick up teams from Morgan Stanley and Stifel.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
Merrill Adds Janney Advisor, Ameriprise Picks Up 3 Reps
The advisors come on board the two firms in Pennsylvania, Texas, Florida and New York.
Froude Steps Down as Head of Ameriprise Advisor Group
Two senior execs, Bill Williams and Patrick O'Connell, are poised to step in to lead 9,672 FAs.
Investors Spend 475 Hours a Year Worrying About Money: Legg Mason
The top three issues investors fear could prevent them from living the lifestyle they want later in life.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
Stifel Moves to Buy Sterne Agee: Reports
The reported deal means Stifel could soon top 3,000 total advisors and $200 billion in client assets.
Schorsch’s Cetera Rolls Out Consulting Group for Advisors
Cetera's 9,000-plus independent reps will get easy access to accounting, legal and other experts over the next year, starting with the top performers.
Pershing Adds to FundVest Platform
New additions to the no-transaction-fee platform address a growing appetite for advisory share classes as FundVest assets cross the $100 billion threshold.