Updated Monday, April 27, 2015 as of 10:04 PM ET
Bank Advisors on the Move
Which banks are advisors moving to? Ten recently switched to BNY Mellon, Bremer Bank, Regions Bank, U.S. Bank and Bank of America's U.S. Trust.
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Tash Elwyn, president of Raymond James & Associates, says that while the future of the industry could experience collapse or further consolidation, his firm has found success serving from a unique niche. more »
Mary Mack is not only president of Wells Fargo Advisors, she’s a client too. In an exclusive interview with On Wall Street, Mack talks about what it’s like being a Wells Fargo client, the direction of her firm and the changing landscape for advisors. more »
Janney Montgomery Scott lured away a husband-wife team from Wells Fargo Advisors. more »
Raymond James Financial's private client group contributed to record profits for the company on strong performance. more »
Edward Jones Managing Partner James Weddle says the firm grows organically, recruiting from colleges and even the military for new advisors. more »
The independent broker-dealer has added former LPL affiliate Nelson & Nelson Wealth Management of Camarillo, Calif. more »
An advisor team has left J.P. Morgan to join regional wealth manager Janney Montgomery Scott, opening a new office in Rhode Island. more »
Deutsche Asset & Wealth Management has hired Jason Dudley from Morgan Stanley as a director and regional executive for the firm's Atlanta Private Client Services office. more »
A Wells Fargo advisor team that managed $200 million in assets has left to join Steward Partners, an independent firm founded a year ago by former wirehouse managers. more »
Latest Morgan Stanley advisor additions around the country bring a combined $565M in AUM and over $3M in revenue. more »
Merrill Lynch grows its Chicago presence by hiring UBS team with $500M in AUM and nearly $5M in revenue. more »
Expanding its advisor ranks, small broker-dealer Jefferies announced the hire of a rio of Barclays veterans that bring a focus on REITs and MLPs. more »
Caleb Brown and Michael Kitces, founders of New Planner Recruiting, have launched of a new website that focuses exclusively on job opportunities with independent financial planning firms. more »
The April Issue is now online!


Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

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