Janney Added 27 Advisors in 2024
By Dinah Wisenberg BrinThe newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.
December 18, 2024
LPL Agrees to Purge Data From Recruited Ameriprise AdvisorsThe firms agreed to a court order in legal battle over ex-Ameriprise reps' transfer of client info.
December 09, 2024
Wealth Enhancement Group to Break From LPLAbout 10% of WEG’s nearly $97 billion in client assets are currently with the independent broker-dealer.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 07, 2024
What's at Stake in the Ameriprise-LPL Fight Over Client DataAmeriprise accuses LPL of encouraging recruits to abscond with client data; LPL says Ameriprise aims to restrict competition.
November 05, 2024
Annuity Distributors Back Increased Agent MobilitySome question the current restrictions on producer efforts to move from one organization to another.
November 01, 2024
Ex-JPMorgan Advisor to Halt Client Poaching Amid ArbitrationGary Carruthers was sued after allegedly persuading former clients with $24 million in assets to move their business to Wells Fargo.