Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
The Cypress Group will operate out of RBC’s office in Wilmington, North Carolina.
Zachary Fiandt will align with Financial Partners Inc.
Flexibility cited as key reason to shift from the wirehouse model.
Firm shifts affiliation from Osaic network's Triad Advisors.
Deal strengthens independent’s presence in Texas.
It's the firm's seventh hire in the second half of 2023.
Elsewhere, Raymond James nabs Edward Jones talent.
It's the second Snowden Lane office in the state, topping off a strong growth year.
$100M California-based team switches to Avantax from Crown Capital Securities.
Atlanta-based Peachtree Wealth Advisors and Arizona-based RBG Capital have combined assets totaling more than $600 million.
President says cutting-edge technology and resources were a big draw.
New affiliate offers employers retirement plans and investments in multiple states.
Fairfield, Connecticut-based Oak Tree Financial Group has three advisors.
New Jersey-based Frank Cangelosi will align with Gladstone Wealth Partners.
Firm adds advisors in Florida, Missouri, and Mississippi.
Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.
The firm has recruited three new advisor teams to take AUM to $5.8 billion.
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
Experienced advisor team in Florida follows recent expansion in Colorado.
