Recruiting

Updated Tuesday, June 18, 2013 as of 1:34 AM ET

Practice - Recruiting

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 »

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Wells Fargo Hires 9 Advisors

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 »

Former Pershing Director Joins U.S. Wealth

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 »

Veteran Wirehouse Advisor Joins Wells Fargo’s Independent Business

John David “J.D.” Joyce and his team moved to Wells Fargo Advisors Financial Network in Houston on May 23. more »

Morgan Stanley Hires 3 With $3.7M In Production

Morgan Stanley has turned to Wells Fargo and UBS for new advisor hires for the second time this month. more »

Raymond James Nabs Morgan Stanley Vet

A $1 million producer has jumped from Morgan Stanley to Raymond James in Columbus, Ga. more »

Janney Pushes Ahead in Southeast

Janney continues to emphasize its focus on the Southeast with the addition of two former Stephens advisors in Columbia, S.C. more »

Hilliard Lyons Adds Two from UBS

Hilliard Lyons continues growth in North Carolina with the addition of two former UBS advisors. more »

Stifel Expands in Florida with 2 UBS Advisors

Stifel nabbed two UBS advisors and opened a new office in Tampa, Fla. more »

Why the Industry Needs More Women Advisors

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 Snares 4 Wirehouse Advisors

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 Hires Pair From Morgan Stanley

Janney has expanded its operations in Washington, D.C. with a two-man team overseeing $142 million in assets. more »

HighTower Adds First Firm to Network

The network was launched in September to help breakaway brokers transition from the traditional wirehouse model to independence. more »

Merrill Lynch Lures Credit Suisse Advisor with $1B in Assets

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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