Integrated Partners has added a $600 million advisory team from Ameriprise, marking the latest example of advisors chipping away from the legacy independent model in favor of more flexible platforms.
UBS has received approval to operate a full-service bank in the U.S., a move that could reshape how the firm competes for wealthy and mass affluent clients in its largest…
UBS has received approval to operate a full-service bank in the U.S., a move that could reshape how the firm competes for wealthy and mass affluent clients in its largest…
Raymond James has named longtime executive Kirk Bell as president of its Independent Contractor Division, effective April 1, elevating a nearly three-decade veteran to oversee one of the firm’s key…
It has been nine years since major brokerage firms including UBS and Morgan Stanley left the Protocol for Broker Recruiting. Rumors are circulating that another large wealth management firm…
Seventy2 Capital Wealth Management, an independent practice affiliated with Wells Fargo Advisors Financial Network, has added a team of five financial advisors from Wells Fargo’s employee channel to its office…
Merit Financial Advisors has acquired Yeomans Consulting Group, a Marietta, Georgia–based wealth management firm overseeing about $434 million in assets under management, according to an announcement Wednesday.
NewEdge Capital Group has added a $6 billion advisory firm to the W-2 channel of its NewEdge Advisor, boosting the size of a program the firm launched two years ago…
Wells Fargo Advisors Financial Network is celebrating its 25th anniversary while posting one of the strongest recruiting stretches in its history.
A UBS Wealth Management USA team managing roughly $1.7 billion in client assets has departed the firm to join Wells Fargo Advisors Financial Network in Wayzata, Minnesota, according to an…