Career Moves

Gross Sues Pimco for ‘Hundreds of Millions’ Over His Ouster
Bill Gross claims was wrongfully pushed out as the bond giant’s chief investment officer by a “cabal” of executives seeking a bigger slice of the bonus pool.
Credit Suisse's losses include a three-member team that generated $7.2 million in annual revenue, which joined UBS. Read More »
A recruit from M.J. Whitman heads to the regional broker's employee channel. Read More »
The bank's wealth management group is gearing up for more business in Nevada now that it has the ability to deliver trust services in the state. Read More »
A longtime wirehouse advisor with $48 million in AUM has joined regional broker-dealer Wunderlich. Read More »
"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15%," says Michelle Lynch, director of Raymond James' Network for Women Advisors. Read More »
The group of 5 advisors will be opening a new office for the regional broker. Read More »
The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd. Read More »
The team left the wirehouse to form their own independent firm, representing one of the largest groups that Dynasty has helped go independent. Read More »
The OAKS Wealth Management Group has a combined $3.2 million in production. Read More »
An advisor terminated from Merrill Lynch for "inappropriate workplace behavior," and who once managed $5 billion in client assets, has found a new job with Wells Fargo Advisors. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup. Read More »
"It's like being Superman and Clark Kent," says Michael H. Jacobs, a producing branch manager at RBC. Read More »
CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance. Read More »
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