LPL Adds Waddell & Reed Team, Raymond James Picks Up Wirehouse Reps: Recruiting Roundup
By Janet LevauxAlso, Cetera Financial Group says advisors who have affiliated with its broker-dealers over the past few weeks could bring over $650 million in client assets.
September 20, 2018
Wealthcare Taps Industry Veteran as PresidentThe fintech firm aims to grow its base of 70-plus affiliated advisors and $2 billion in assets.
September 19, 2018
RBC Brings on $500M Commonwealth Team: Recruiting RoundupLPL Financial, Kestra, Stifel and Ameriprise announce their latest hires and Larry Roth lands a board seat.
August 13, 2018
Arnott Steps Down as CEO of Research AffiliatesThe firm's president and COO Katy Sherrerd assumes the role of CEO; Arnott remains as chairman.
July 17, 2018
Former Vanguard Exec Brod Voted CFP Board Chair-Elect"This is a pivotal time for CFP professionals," Brod said.
June 05, 2018
Bitwise Adds Institutional Heft With BlackRock/Commonfund HireMartha Shear brings institutional fund experience to the cryptocurrency index fund.
May 31, 2018
Triad Adds $750M Firm From LPL: Recruiting RoundupAdvisors also move to Raymond James, Kestra and Janney; meanwhile, ProEquities launches a practice management platform.
May 03, 2018
Raymond James Taps Exec to Oversee Independent ContractorsJodi Perry, who previously led operations in the Southeast, is now leading this group nationwide.