$125M Advisor Leaves Wells Fargo for Raymond James
The recruit had $1 million in annual production before leaving the wirehouse.
Advisors across the industry are tackling the headaches of making succession plans. Here's how, according to new data from Cerulli Associates. Read More »
A financial planner left the wirehouse for the independent channel at Wells Fargo. Read More »
The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come. Read More »
The group generated annual revenues of $3 million before making the move. Read More »
A Merrill Lynch advisor who once generated $4 million in revenue has moved to Morgan Stanley. The firm was not the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup. Read More »
The recruits collectively had $1.7 million in annual revenue before making the move. Read More »
The wirehouse's three newest recruits come from Credit Suisse. Read More »
The wirehouse said it recruited the advisors from Credit Suisse. Read More »
A top Wells Fargo executive said there's a "feeding frenzy" for some of the Swiss lender's top producers, at the same time the wirehouse is courting more than 200 of the elite recruits. Read More »
Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home. Read More »
The wirehouse pulled over four teams from Credit Suisse. Read More »
The breakaway launched a multi-generational firm that includes the planner's three daughters. Read More »
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