Commonwealth Financial Network advisors keep voting with their feet, moving to firms like Cetera, Osaic and Raymond James rather than make a new home at LPL Financial.
Meanwhile, Wells Fargo pulled three teams from Merrill, Osaic nabbed a team from Primerica (and got hit with a lawsuit as a result) and Stifel sold its channel for independent advisors. Read about all that, and a big promotion at Wells, below.
The rapidly growing wealth manager &Partners has gone back to Wells Fargo to recruit a team managing roughly $1 billion...
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that...
Citi plans to add more than 400 advisors and personal bankers to its U.S. branches and Citigold unit for wealthy...
Financial advisors with clients who are worried about the impact of politics on their retirement security express a mix of...
Wells Fargo is off to a strong recruiting month after picking up its third advisory team with more than $1...
UBS CEO Sergio Ermotti said the firm "cannot rule out" an acquisition when looking at growth paths for its business...
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