Advisor Recruiting Is No Longer One Battle. These Four Moves Show Why
Stifel’s sale of Stifel Independent Advisors to Equitable shows how wealth firms are choosing between employee-advisor scale and independent-channel growth.
Ameriprise Puts More Than 10,000 Advisors Under One Channel Leader
Ameriprise is putting advisor channels under Bill Williams as Pat O’Connell retires, creating a new test for recruiting, service and bank partnerships.