Updated Thursday, February 26, 2015 as of 7:26 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
A Wells Fargo advisor managing $115 million in assets has left the wirehouse for Raymond James & Associates. more »
Schwab's unsuccessful $15 million claim against Morgan Stanley for poaching brokers shows real animosity between the firms, experts say. more »
Two Merrill Lynch advisors managing $227 million in assets have left to join Wells Fargo Advisors. more »
Raymond James recruited a former Merrill Lynch executive to head one its newest branch offices. more »
Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues. more »
Regional firm Benjamin F. Edwards picked up a Wells Fargo advisor team. more »
Wells Fargo's elite Abbot Downing unit is adding a senior consultant to the team overseeing client education programs for ultrawealthy clients. more »
Use these ideas to quickly bring new staff up to speed on a firm's values, tools and culture. more »
Two Morgan Stanley advisors managing $348 million in assets have left to join Wells Fargo Advisors. more »
A Raymond James advisor has left the firm to join U.S. Capital Advisors, a small regional wealth management firm experiencing rapid growth. more »
Deutsche Bank has hired two executives to oversee technology and operations. more »
The Philadelphia-based wealth management firm announced late Friday that 30-year industry veteran Michael Lynfield has joined Janney’s Fairfield location in the role of first vice president/investments. more »
The 92-year-old brokerage is looking to head off a projected shortfall of financial advisors by sponsoring training classes at U.S. universities. more »
The January Issue is now online!


Industry Events

March 4, 2015 |

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

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

June 24, 2015 | Chicago, IL

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