Updated Tuesday, July 7, 2015 as of 4:04 PM ET
Image: Bloomberg
July 6, 2015
More than 20 advisors managing nearly $3 billion in assets joined Merrill Lynch in June. One team had more than $750 million in AUM. But the wirehouse wasn't the only winner last month in the competition for top talent. See these moves and more in our latest recruiting roundup.
Two advisors go independent with Raymond James, looking to structure their practice without...  more »
The Canadian bank looked to one of its own to replace the current wealth management and insurance...  more »
As the baby boomer client base enters retirement, financial planners need new ways to handle...  more »
Under Social Security's current rules, any amount of earnings after age 66 won't reduce lifetime...  more »
Partner Insights
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
Billion-Dollar Roundup: Where Are the Biggest Teams Moving?
The June Issue is now online!


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