Updated Thursday, July 2, 2015 as of 7:09 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.
More in Recruiting
U.S. Capital Advisors recruited a veteran Wells Fargo advisor who previously managed $550 million in assets as part of a three-person team. more »
An advisor managing $215 million in assets left Merrill Lynch to join the regional firm. more »
A former BNY Mellon advisor that managed $850 million in client assets has formed an RIA affiliated with Raymond James' independent RIA channel. more »
The elite team left Merrill Lynch for Morgan's ultrawealthy consulting group. The mega move comes on the heels of the firm's data breach. more »
The new recruits come from Morgan Stanley and UBS. more »
The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management. more »
Firm president Tash Elwyn explains the upswing in advisor headcounts. more »
Bank wealth management has been on a tear, but pressures such as recruiting and robos threaten to the slow down the momentum. Here’s how banks are fighting back. more »
Banks need more advisors and have the business to support a bigger headcount, but many are too busy chasing only the best producers, leaving them in a Catch-22 where they can’t staff up enough to see real growth. more »
Cerulli predicts that market share gains in the RIA and dually registered channels will likely come at the expense of wirehouses and independent broker-dealers. more »
The firm recruits a team with advisors from Wells Fargo and JP Morgan. more »
Three of the four formed a team with $218 million in assets under management. more »
The Bogart Group was previously with RBC Wealth Management-U.S., managing client assets of more than $600 million. more »
The July Issue is now online!


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