Updated Tuesday, June 18, 2013 as of 1:34 AM ET
Raymond James Recruits Morgan Stanley Team
Less than a week after landing another Morgan Stanley advisor, Raymond James has lured a Midwestern group with over $240 million in assets under management from Morgan Stanley to its independent-broker dealer.
The Oak Brook, Ill., team, now known as Dashboard Wealth Advisors, is helmed by managing director Scott A. Schuster and includes Paul Casazza, Mary Phillips, and Heather Schuster. At Morgan Stanley they operated as the Schuster-Casazza group and generated $1.9 million in yearly fees and commissions.   more »
More in Recruiting
Wells Fargo Advisors has hired nine financial advisors from Morgan Stanley, Merrill Lynch and RBC Capital Markets with $1.12 billion in assets under management. more »
Christian Widen has left his position as a director of Pershing Advisor Solutions to return to the rapidly growing firm where he began his career, Boston-based U.S. Wealth Management. more »
John David “J.D.” Joyce and his team moved to Wells Fargo Advisors Financial Network in Houston on May 23. more »
Morgan Stanley has turned to Wells Fargo and UBS for new advisor hires for the second time this month. more »
A $1 million producer has jumped from Morgan Stanley to Raymond James in Columbus, Ga. more »
Janney continues to emphasize its focus on the Southeast with the addition of two former Stephens advisors in Columbia, S.C. more »
Hilliard Lyons continues growth in North Carolina with the addition of two former UBS advisors. more »
Stifel nabbed two UBS advisors and opened a new office in Tampa, Fla. more »
Only 30% of advisors are currently women and that needs to change says Kim Guimond Dellarocca of Pershing. Changing consumer demands and an industry talent shortage are just some of the reasons the industry needs more women advisors. more »
Morgan Stanley Wealth Management has tapped rival wirehouses UBS and Wells Fargo for four advisor hiress with $475 million in client assets under management and $4.5 million in production. more »
Janney has expanded its operations in Washington, D.C. with a two-man team overseeing $142 million in assets. more »
The network was launched in September to help breakaway brokers transition from the traditional wirehouse model to independence. more »
Vishal Bakshi moved to Merrill Lynch’s Private Banking and Investment Group in New York after managing more than $1 billion in client assets at Credit Suisse. more »
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