Updated Sunday, May 3, 2015 as of 4:56 PM ET
Advisors With Combined $350M AUM Join D.A. Davidson
The new recruits generated an estimated $1.4 million in combined annual revenue while at Merrill Lynch.
More in Regionals
Two wirehouse advisors who oversaw $140 million in assets joined the super regional's employee advisory ranks. more »
Advisors should understand the personality styles of their branch managers for financial success, job satisfaction and comfort within their own firm. more »
A D.A. Davidson advisor is inspired by his father to join the wealth management business. more »
Collectively, the new recruits from Wells Fargo, Morgan Stanley and A.G. Edwards managed a total of $600 million in assets before joining the firm. more »
These leaders are finding it more difficult to keep a balance between advisors and their firms. more »
After 20 years with UBS, the nearly 40-year industry veteran will now head a Baird branch in the Midwest. more »
The group was responsible for about $425 million in client assets. more »
The company's Private Client Group reported a 2% decline in quarterly profits as the firm continued to ramp up its advisor recruiting. more »
Recruits from Edward Jones, Morgan Stanley and Barclays leave for the wirehouse. more »
The firm's wealth management division also reported that pretax operating earnings rose 16% from a year ago. more »
Both wealth managers, who left UBS, also had a combined $289 million in client assets before making the move, RBC said. more »
One of the advisors managed about $200 million in client assets while working for the wirehouse. The other joins a $500 million team at Janney, the firm said. more »
Three wirehouse advisors joined RBC to open a new branch office. more »
Advisors on the Move: Morgan Stanley Loses $750M Team
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