Raymond James Beats Estimates, Stops Reporting Quarterly Advisor Headcount
By Janet LevauxIndustry watchers say they don’t see a downside to the firm's new approach to disclosing this data.
January 24, 2025
Diamond Consultants Moves Into Executive SearchThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 09, 2025
Janney Added 27 Advisors in 2024The newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.
January 06, 2025
Citi Wealth Taps J.P. Morgan Wealth Exec for Investment Advisory RoleMarc Turansky most recently led advisory programs at J.P. Morgan Wealth Management.
December 18, 2024
FINRA Awards $4.8M to Baird in Raymond James Poaching DisputeThe payments represent only a fraction of the $74 million in damages sought by the wealth management firm.
December 18, 2024
LPL Agrees to Purge Data From Recruited Ameriprise AdvisorsThe firms agreed to a court order in legal battle over ex-Ameriprise reps' transfer of client info.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.