Updated Tuesday, September 16, 2014 as of 9:30 PM ET
Looking for Growth? Go West
Wealth management firms look to grow the bottom line out West. "Everybody is trying to get bigger in the marketplace. And those who aren't present here want to enhance their presence," says Bill Willis, a Los Angeles-based recruiter.
More in Regionals
Morgan Stanley grabbed an advisor team managing $1.1 billion in assets. But the wirehouse isn't the only firm recruiting top talent. See these and all the latest hires, moves and promotions among wirehouse advisors. more »
Janney Montgomery Scott replaces wealth management products chief David Penn, as he steps down to become a financial advisor. more »
A Merrill Lynch advisor managing $230 million in assets has left the wirehouse to join RBC Wealth Management. more »
In a two-week period, Ameriprise has recruited five advisors managing more than $600 million. more »
Baird picked up a branch manager from Wells Fargo and a regional advisor managing about $150 million in assets. more »
Regional broker-dealer Janney Montgomery Scott recruited an advisor who managed $115 million in assets and generated about $1.3 million in annual revenue. more »
As people live longer lives, clients are ever more worried about outliving their assets. Advisors are helping them stay calm about maintaining their lifestyles in retirement. more »
A former Stifel advisor joins Janney Montgomery Scott's private client group. more »
A Wells Fargo advisor managing $115 million in assets has left the wirehouse for Raymond James & Associates. more »
The end of summer is approaching, but the recruiting wars are not slowing down. Wells Fargo advisors recently recruited advisors managing more than $500 million in assets while rival Raymond James reeled in a Merrill executive to oversee a new branch office. more »
Raymond James recruited a former Merrill Lynch executive to head one its newest branch offices. more »
Q&A with Benjamin F. "Tad" Edwards IV, CEO and President of Benjamin F. Edwards & Co., on how he built up his firm to have 180 advisors in 24 states. more »
Regional firm Benjamin F. Edwards picked up a Wells Fargo advisor team. more »
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