The firm added 16 advisors managing $1.9 billion in the first quarter.
The mover is the wealth management division of one of the largest US credit unions.
Experienced leader will lead the $65 billion wealth management unit.
The firm's trading activity index shows equities in favor despite uncertain data.
New addition expands the RIA firm’s national footprint.
Surge Ventures is launching a new industry-focused data integration platform.
The transaction values the firm at $700 million and will drive growth.
BlackRock's former head of income investing is among the appointments.
The firm's plans include further strategic hires and acquisitions.
Across generations, the costs of rent and mortgages are challenging.
