Displaying 17 results
Raymond James scoops up $265M advisor in Pennsylvania
The latest recruit to join the firm’s independent advisor channel comes with a three-decade record, including 10 years at Merrill Lynch.
Janney hires industry vet Yackel to run wealth management
Yackel will be joining Janney as executive vice president after co-founding estate planning platform Trucendent.
Advisers anticipate retirement-planning flexibility SECURE 2.0 offers
On first glance at the comprehensive legislation, increasing the RMD age and boosting catch-up contributions are popular.
Team managing $270 million exits Janney for Merrill
The two advisers are based in the firm’s Bala Cynwyd, Pennsylvania, office
Janney duo managing $375 million moves to Alex. Brown
The father-and-son team of Bill and W. Grove Stewart will operate as Stewart Wealth Advisory Group in Annapolis, Maryland.
UBS duo managing $210 million joins Janney
The Morris Jerkovich Group is based in Bedminster, New Jersey.
Janney adds team from Wells Fargo managing $300 million
The three advisers operate as RCC Wealth Management in Spartanburg, South Carolina.
Advisers managing $3.1 billion join Janney in Q3
Most of 21 recruits came from Truist, Wells Fargo and Merrill Lynch.
Janney adds five reps who managed $1 billion at Truist
The advisers are based in Virginia and the Carolinas; there's also one rep joining Janney from Wells Fargo.
Janney nabs three wirehouse teams managing almost $1.4B
Four reps from Merrill Lynch join Janney, along with six advisers in two groups from Wells Fargo.
Duo managing $250 million at Wells Fargo joins Janney
Three sole practitioners managing $297 million in total are also moving to the firm.
Duo managing $1.35 billion at Merrill Lynch moves to Janney
Andrew Meredith and Kevin Lindung are based in Towson, Maryland.
How advisers can win in an ever-evolving industry
Advisers who leverage the power of team-building, financial planning and offering advice in a fiduciary capacity will survive and thrive for decades to come.
Duo managing $473 million at Morgan Stanley joins Janney
Scott Phelan, Kevin Myers and an assistant switch firms in Atlanta.
Massachusetts slaps Janney Montgomery Scott with $286,000 fine
State regulators said the firm did little to stop a broker from short-term trading in mutual funds with front-loaded fees
Janney acquires FIG Partners of Atlanta
Acquisition adds strength in community bank deals.
From the C Suite with Janney’s Timothy Scheve: Patience really is a virtue
Leaders should be good listeners, and once making it to the top, realize they can no longer be friends with anyone.
