Updated Friday, March 6, 2015 as of 9:10 AM ET


Management roles at the wirehouse have shifted following the announced departure of a key executive.  More »
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.  read more »
Family offices will face increasing challenges, according to Deloitte's 2015 Private Wealth Outlook, but financial advisors can help, says Julia Cloud, the firm's national managing partner for private wealth.
'Financial advisors' insights are critical in helping the family offices evaluate and execute their next steps,' says Julia Cloud, national managing partner, private wealth, for Deloitte.  read more »
Also, Raymond James added two $2.6 million producers advisors who last worked at RBC. However, Raymond James wasn’t the only winner. See these and all the latest advisor moves in our latest recruiting roundup.  read more »
At least three senior BofA executives with long ties to Merrill Lynch have departed the division headed by Montag since bonuses were paid last month.  read more »
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Raymond James Rides Recruitment Wave
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