Updated Saturday, July 4, 2015 as of 9:38 AM ET
Billion-Dollar Roundup: Biggest Advisor Moves This Year
Big producers are increasingly breaking recruitment records. Here's the latest, so far.
More in Boutiques
Some advisors might land a sizable payout, according to documents seen by On Wall Street. more »
Barclays may fetch $150 million to $250 million for its U.S. wealth unit, according to analysts at Credit Suisse Group. more »
Two veterans left the wirehouse this week for different firms, including Janney Montgomery Scott. more »
Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate. more »
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager. more »
Two advisors left Barclays to join regional bank First Republic. more »
This year saw a number of mega teams with outsized AUMs switching firms. Here are the biggest recruiting moves of 2014. more »
An advisor team generating $6.7 million in annual revenue has left J.P. Morgan Securities for Raymond James & Associates. more »
Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla. more »
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank. more »
Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion. more »
Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Billion-Dollar Roundup: Where Are the Biggest Teams Moving?
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