As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major ...

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an ...

Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.

Two financial advisors in New York who managed $300 million at Wells Fargo have joined Raymond James’s employee advisor channel, according to a press release. Katrina Consiglio and Kristen Mahan ...

Two financial advisors in New York who managed $300 million at Wells Fargo have joined Raymond James’s employee advisor channel, according to a press release.

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the ...

The brokerage unit of Bank of America notched several recruiting wins, including a Washington, D.C.-based team that ...

Federal prosecutors said the employee stole customer information and then changed victims’ financial account addresses to his ...

At Wells Fargo Advisors, we understand that today’s financial advisors need more than just a platform – they need a partner committed to helping them grow, serve and succeed. No matter where an ...

Redco appears to be buying Wells Fargo’s San Francisco headquarters after a previous deal with Forge Development failed to ...

(Reuters) -Major U.S. lender Wells Fargo said on Thursday its board of directors intends to appoint CEO Charlie Scharf as chairman. The move comes after Scharf led Wells Fargo to be released from a ...