$370M Team Leaves Merrill For Stifel
The group of 5 advisors will be opening a new office for the regional broker.
The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd. Read More »
The team left the wirehouse to form their own independent firm, representing one of the largest groups that Dynasty has helped go independent. Read More »
As the CFP Board wrestles with shifting demographics, its latest research indicates that investors expect their advisors to put their interests first, but the majority believe they don't. Read More »
An advisor terminated from Merrill Lynch for "inappropriate workplace behavior," and who once managed $5 billion in client assets, has found a new job with Wells Fargo Advisors. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup. Read More »
The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo. Read More »
UBS' latest hires managed approximately $1.3 billion in client assets while at Merrill. Read More »
The new recruit had generated $2.7 million in production before switching wirehouses. A second advisor from UBS who had $1.9 million also went to Morgan. Read More »
The former wirehouse advisors joined Raymond James' traditional employee broker-dealer. Read More »
The new hire comes amid rumors that Credit Suisse will sell its U.S private bank. Read More »
The two-year-old wealth management business has a new chief executive to replace Frank Campanale, a former wirehouse executive, who previously held the job. Read More »
The wirehouse's latest hire also had previously worked two decades at Morgan Stanley, On Wall Street reports exclusively. Read More »
The recruit comes from BB&T Scott & Stringfellow, and was previously at Morgan Stanley, according to this On Wall Street exclusive report. Read More »
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