Updated Saturday, November 29, 2014 as of 2:25 AM ET
Fifth Third, BB&T Chiefs Feel Industry Squeeze on Profits
Kelly King, BB&T's chairman and chief executive, expressed frustration with the interest rate environment. It's "challenging to get expenses down today."
More in Regionals
The industry needs to do more to reflect the diversity of its client base, said the industry's top executives in our special report, the State of Wealth Management. more »
Stifel Financial hired a new branch manager who previously worked for Merrill Lynch. more »
A Morgan Stanley branch manager left the wirehouse to join Raymond James & Associates and help with the firm's expansion plans. more »
The wirehouse said it scooped up two advisors from rivals Raymond James and J.P. Morgan. more »
Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla. more »
Raymond James & Associates lured away one advisor who generated $2 million in production. more »
J.P. Morgan has lost advisors to its rivals, including a team with nearly $1 billion in AUM. Meanwhile, RBC Wealth Management has recruited several advisor teams managing more than $350 million in assets. more »
RBC Wealth Management-U.S. grabbed a trio of financial advisors generating $1.8 million in annual revenue from Oppenheimer & Co. more »
Worries about a tidal wave of retiring advisors may be overblown, say some wealth management executives. more »
RBC enticed away a Merrill Lynch team managing $103 million in assets. more »
Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion. more »
Wealth management's top executives shared their outlook on how new technologies are shaping and challenging their firms as part of On Wall Street's exclusive set of interviews for our special report on the state of wealth management. more »
RBC Wealth Management lured away a wirehouse advisor managing $116 million in assets from Wells Fargo Advisors. more »
The November Issue is now online!


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