Updated Monday, November 24, 2014 as of 1:43 AM ET
RJFS Forecast: Best Recruiting Year Since '09
Most of the new arrivals are employees of larger financial service companies, said president Scott Curtis, and about 25% are already independents.
More in Recruiting
The firm lures three separate teams who manage a total of more than $500 million in client assets. more »
UBS grabbed a former Merrill Lynch advisor who managed $500 million in client assets. more »
Benjamin F. Edwards snapped up four advisors from Wells Fargo and opened a new office in Pensacola, Fla. more »
Two Merrill Lynch veterans who generated about $1.6 million have left the wirehouse for Raymond James & Associates. more »
Morgan Stanley has lost two advisor teams that managed more than $400 million in assets. more »
Emboldened by a newfound sense of what their investment programs offer, more banks are turning to wirehouses for recruits. more »
Raymond James has recruited a veteran advisor from Morgan Stanley where he managed more than $360 million. more »
Stifel, Nicolaus & Company picked up two wirehouse teams that managed more than $1 billion in combined AUM, boosting the St. Louis-based firm's presence in the Carolinas to 18 offices from 15. more »
A former Morgan Stanley advisor team that managed $600 million in assets has left the wirehouse to join forces with HighTower. more »
Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors. more »
Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges. more »
Two former wirehouse advisors that managed more than $80 million in client assets have left Wells Fargo to join Raymond James & Associates, the firm's traditional employee/broker-dealer. more »
Switzerland’s biggest bank hired Ros Stephenson from Barclays to be global chairman of corporate client solutions, reporting to Andrea Orcel, the investment bank's chief. more »
The November Issue is now online!


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