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Recruitment
Sponsored by Wells Fargo Advisors Financial Network, LLC
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Talent Shortage Grips Firms As Financial Advisors Age
September 1, 2010The war for talent leaves industry with a lack of new blood as veterans get set to leave.
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UBS Hires Former Morgan Stanley Director
August 31, 2010UBS hired Jerry Pascucci as head of alternative investments.
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Freddie Mac Hires Former Merrill Exec
August 30, 2010The company appointed Subha V. Barry as its new chief diversity officer.
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SEC Hires Regulatory Veteran
August 30, 2010The SEC announced Monday the appointment of John Ramsay as the new deputy director in the division of Trading and Markets.
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The Hartford Raises Mid-Market Plan Profile
August 30, 2010Following three key acquisitions in 2008 to target mid-market retirement savings plans, the insurance giant has hired Denise Diana from Transamerica.
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JPMorgan Hires Former BlackRock Executive
August 30, 2010JPMorgan Chase & Co. has recently recruited Michael O’ Brien, a former BlackRock executive to head the company’s institutional sales globally
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UBS Loses A Million-Dollar Advisor
August 25, 2010Merrill Lynch Wealth Management recently hired L. Scott Horrall from UBS Wealth Management.
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Merrill and Morgan Stanley Each Lose a Team to UBS
August 25, 2010UBS Wealth Management Americas announced on Tuesday that it has recently recruited two, million-dollar teams from Morgan Stanley Smith Barney and Merrill Lynch.
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Hiring Continues at Baird
August 24, 2010The company hired eight advisors and two branch managers from Morgan Stanley Smith Barney.
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Morgan Stanley Plucks Wells Fargo Team
August 24, 2010The New York-based company has hired a million dollar Wells Fargo team of advisors.
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Morgan Stanley Poaches UBS team
August 23, 2010A Morgan Stanley spokesperson confirmed that Art Martin, his son, Wade Martin, and John Rizzo joined the brokerage’s Lawrenceville, N.J office.
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U.S Trust Continues Expansion
July 26, 2010U.S Trust hired nine senior wealth management experts to their California, Arizona and Washington operations as part of their wealth management expansion efforts.
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Tiger Management Puts Goldman Vet at the Helm
July 23, 2010Hedge fund firm Tiger Management LLC has tapped the expertise of a former Goldman Sachs executive to help run its operations.
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Morgan Stanley Smith Barney Snags Multi-Million-Dollar Producer
July 22, 2010The brokerage company recruited Laurence Braunstein who will serve as a financial advisor and senior vice president in New York.
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RBC Recruits Branch Manager from MSSB
July 21, 2010RBC Wealth Management recruited Kevin Williams to serve as a senior vice president and branch director of its Richmond office.
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