New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
Social Media Good for Clients, Advisors
How Social Media Helps Advisors ‘Seal the Deal’ With Clients
"Goofy pictures" and news on Barbie are just some ways advisors have boosted results using Facebook, LinkedIn and Twitter.
Rep Wins $4M From Wedbush in FINRA Arb
Michael Farah, now an RIA, first brought the case against Wedbush in 2005, saying it had made misrepresentations on CMOs he'd sold.
Wedbush Recruits Ex-Raymond James Rep; LPL Affiliate Adds 5 Advisors
Stratos Wealth attracts advisors with $470 million in assets from Wells Fargo and other firms.
Wedbush Nabs Morgan Stanley FA
Southern California-based Richard Wright moves from the wirehouse to the independent firm.
MSSB Reps Depart for Wedbush, Baird
The Morgan Stanley advisor joining Baird oversees $120 million in assets.