Updated Saturday, December 20, 2014 as of 4:37 PM ET
Advisors With $300M Combined AUM Join Wells Fargo
The wirehouse recruited advisors from rivals Merrill Lynch and UBS.
More in Recruiting
Merrill's newest recruit managed more than $185 million in client assets while at UBS. more »
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting. more »
Raymond James' independent broker dealer lured away two advisors producing $1.85 million from Morgan Stanley. more »
Raymond James recruited advisors with about $2 billion in combined assets, including a Merrill Lynch team with $535 million in AUM. Meanwhile, UBS hired a $2.5 million producer and Wells Fargo grabbed a team managing more than $400 million in assets. more »
Raymond James & Associates lured away a wirehouse team with $116 million in AUM. more »
The wirehouse named former football pro and advisor William Thomas to head the firm's San Francisco complex. more »
Big producers continued to strike out on their own in 2014. See the year's biggest breakaways. more »
A Wells Fargo team left the wirehouse to join Raymond James & Associates. more »
An advisor managing $181 million in assets left Morgan Stanley for the Swiss firm. more »
Wealth managers called into active duty have a delicate balancing act between serving firm and country. more »
Lebenthal picked up an RIA that oversees $250 million in assets, as well as a team of two advisors in New York. more »
Mega teams spend months, sometimes years, in the effort to find a new home and transition their oversized books. more »
This year saw a number of mega teams with outsized AUMs switching firms. Here are the biggest recruiting moves of 2014. more »
The December Issue is now online!


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