Updated Friday, January 30, 2015 as of 7:26 AM ET
Wells Fargo Snags $300 Million Team
Wells Fargo Advisors picked up an advisor team with $300 million in client assets from Morgan Stanley.
More in Recruiting
A former United Bank & Trust wealth management team with more than $350 million in client assets is going independent with the help of Dynasty Financial Partners. more »
A former Morgan Stanley executive with 30 years of experience has signed on with Ziegler’s wealth management division as its new senior managing director. more »
Ameriprise had a busy recruiting month in July, adding four advisors managing over $350 in assets to its franchise channel. more »
The recently-launched Lebenthal Wealth Advisors has brought in its second large advisory practice with the addition of a $600 million team from BNY Mellon. more »
The silence about planning’s race gap is most insidious. more »
In an exclusive interview, Tash Elwyn, president of Raymond James & Associates, explains why the firm is enjoying recruiting success and where its future growth will come from. more »
Raymond James has picked up a UBS advisor team that had annual fees and commissions of about $1.9 million. more »
Focus Financial Partners named Dan Sontag, a former president of Merrill Lynch's global wealth management unit, to its board of directors. more »
Wunderlich Securities picked up an advisor with $70 million in client assets from Raymond James & Associates. more »
It's a busy recruiting season for Wells Fargo, which announced that it has added four wirehouse advisors managing about $450 million in assets. more »
Entrepreneurial advisors are leaving the wirehouses and constructing new business models the industry hasn't seen. But before joining these trailblazers, other advisors should think about what it is they want to change. more »
After leaving LPL for NFP, Washington Wealth brings its breakaway advisor total to seven for the year thus far. more »
As the firm pursues growth, Raymond James executives are striving to maintain its intimate feel and regional firm culture. more »
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