Wells Fargo Grabs Advisors With Over $300M AUM
The wirehouse picked up three advisors from rivals Morgan Stanley and UBS.
James Simons, who founded Renaissance Technologies, hired Ashvin Chhabra to run his family office, leading to a shift in executive roles at Bank of America Merrill Lynch. Read More »
Will the trickle of advisors leaving Barclays for rival firms turn into a flood? Read More »
The advisor managed nearly half a billion dollars in client assets while at Barclays. Read More »
With the addition of the new recruits, Faubourg Private Wealth Advisors now has seven former J.P. Morgan advisors. Read More »
The advisors managed a combined $278 million in client assets. Read More »
The move represents HighTower's eighth transition this year and its 14th office on the West Coast. Read More »
Two UBS advisors left the Swiss-owned wirehouse to rejoin Merrill Lynch. Read More »
Barclays lost another team, this time to Morgan Stanley, while its deal to sell its U.S. wealth management operations to Stifel is pending. Read More »
Tash Elwyn, president of Raymond James & Associates, says recent recruiting milestones have "triggered a number of inquiries" from advisors thinking of making a move. Read More »
Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations. Read More »
A trio of advisors leaves the wirehouse for the independent channel at Raymond James. Read More »
Rival Edward Jones has grown and wants to keep on growing. Read More »
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