The independent broker-dealer's newest affiliate team offers planning and wealth management services to executives, engineers and medical practitioners.
“With this rapid pace of change, there is always the potential for attrition and elimination of duplicative roles as natural outcomes," said Dimple Shah, executive vice president.
The independent wealth giant's latest addition to its employee advisor channel extends its reach in New York's high-net-worth space.
The broker-dealer giant's board finalized Steinmeier's chief executive appointment while elevating Matt Audette to president role.
Fidelity's latest industry report shows deal pace slowing to healthier levels, with private equity continuing to play a significant role.
The broker-dealer giant is extending its Midwestern presence as a veteran-led team joins its employee advisor channel.
“These kinds of lawsuits have a chilling effect on the free market,” one attorney notes.
The recently renamed wealth firm says its new custodial partnership unlocks additional options for its advisors.
The firm is extending its network in Florida as eight defecting advisors seek "long-term sustainability."
The firm is enhancing its employee advisor channel as a quartet of experienced professionals from RBC join its Las Vegas branch.
The broker-dealer giant's latest addition in the South is making a move to independence by launching his own firm.
The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.
The independent broker-dealer is getting fresh fuel for its growth efforts as the leading PE player agrees to take a majority stake.
The wealth giant's latest addition is joining the firm's Miami operation through an existing affiliate.
The employee-owned hybrid firm's latest hire in Fairfax reportedly managed $285M at his previous firm.
The women-led group of advisors with more than 60 years of combined experience are rejoining the firm's supported independence platform in Hawaii.
The firm's latest additions in Indiana and South Dakota, including a family-run advisory team, managed more than $500M combined at their previous firms.
The three advisors joining the firm in Kansas are launching their own venture through its independent affiliate channel.
The agreement will bring roughly 350 advisors with $12B in AUA and $4B in AUM under the seasoned IBD acquirer's umbrella.
The broker-dealer titan is extending its reach in New Jersey with an advisor duo operating a proud family practice.
