Janney Adds 8 Advisors From Ameriprise, Raymond James, Wells Fargo, Truist
By Jeff BermanSo far this year, the firm has added 45 advisors who collectively manage more than $8.6 billion, it says.
July 29, 2021
Wells Fargo Names New Head of Indie Advisor GroupJohn Tyers most recently was the chief growth officer for the fintech firm AdvisorEngine.
July 29, 2021
Dan Moisand Named CFP Board Chair-Elect for 2022Moisand will become chair of the CFP Board in 2023.
July 22, 2021
Mercer Advisors Adds 2 Execs in Aim to Double Its SizeOne worked earlier for Strategic Financial Solutions and Condé Nast, and the other for Edelman Financial Services.
July 15, 2021
Apex Reshuffles Management, Rothschild DepartsTricia Rothschild is leaving her role as president ahead of the firm's expected $4.7 million initial public offering.
July 13, 2021
15 Advisors Moved to Janney in Q2 From Merrill, Wells Fargo, Other RivalsThe recruits added more than $3.8 billion in assets under advisement to Janney during the quarter.
July 13, 2021
Raymond James Adds 12 Ex-Wirehouse Advisors Managing $2.2BThe additions grow the firm's footprint in South Florida.
July 07, 2021
Advisor Group Adds Kimmell From RBC to Head Business DevelopmentShe will oversee recruitment, transitions and onboarding across Advisor Group's network of six firms.