Updated Friday, August 29, 2014 as of 4:06 AM ET
Raymond James Grabs Advisor With $115M AUM From Wells
A Wells Fargo advisor managing $115 million in assets has left the wirehouse for Raymond James & Associates.
More in Recruiting
The end of summer is approaching, but the recruiting wars are not slowing down. Wells Fargo advisors recently recruited advisors managing more than $500 million in assets while rival Raymond James reeled in a Merrill executive to oversee a new branch office. more »
Schwab's unsuccessful $15 million claim against Morgan Stanley for poaching brokers shows real animosity between the firms, experts say. more »
Two Merrill Lynch advisors managing $227 million in assets have left to join Wells Fargo Advisors. more »
Raymond James recruited a former Merrill Lynch executive to head one its newest branch offices. more »
Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues. more »
Regional firm Benjamin F. Edwards picked up a Wells Fargo advisor team. more »
Wells Fargo's elite Abbot Downing unit is adding a senior consultant to the team overseeing client education programs for ultrawealthy clients. more »
Use these ideas to quickly bring new staff up to speed on a firm's values, tools and culture. more »
Two Morgan Stanley advisors managing $348 million in assets have left to join Wells Fargo Advisors. more »
A Raymond James advisor has left the firm to join U.S. Capital Advisors, a small regional wealth management firm experiencing rapid growth. more »
Deutsche Bank has hired two executives to oversee technology and operations. more »
The Philadelphia-based wealth management firm announced late Friday that 30-year industry veteran Michael Lynfield has joined Janney’s Fairfield location in the role of first vice president/investments. more »
The 92-year-old brokerage is looking to head off a projected shortfall of financial advisors by sponsoring training classes at U.S. universities. more »
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