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"It's like being Superman and Clark Kent," says Michael H. Jacobs, a producing branch manager at RBC.
September 25 -
The regional broker-dealer's newest branch manager also worked as a complex director for Merrill Lynch.
August 11 -
The 25-year veteran will fill a newly created position overseeing trading activity for the firm's wealth management and capital markets business.
August 10 -
The Canadian bank's U.S. brokerage landed two brothers who spent a decade working for the regional broker-dealer.
August 10 -
Recruits with a combined $3.3M in production leave Morgan Stanley and Ameriprise, bound for the Swiss-owned brokerage.
August 7 -
A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel.
August 7 -
A team managing over $200 million is the second move this month between the two wirehouses.
August 6 -
Wells Fargo adds three recruits, including one from Morgan Stanley, to grow its independent channel.
August 5 -
Since last month, Morgan Stanley has lost about a dozen advisors overseeing more than $1.6 billion in client assets to rival wirehouses and regional B-Ds.
August 3 -
Swiss firm recruits a three-advisor team with more than $400 million in assets after losing over a dozen advisors to rival wirehouses in July.
July 30 -
More defections hit the British bank's wealth management unit as it nears its deal to merge with Stifel.
July 29 -
Advisors keep slipping away from the regional brokerage while it waits to merge its operations with Stifel.
July 29 -
Three wirehouse advisors switch to the super regional's employee channel.
July 29 -
Merrill has lured away other big producers from rival wirehouses in recent months.
July 28 -
With the bank's deal to sell its wealth management business to Stifel still pending, many advisors have jumped to either rival wirehouses or launched their own independent practices.
July 27 -
UBS lost a two-decade veteran to rival Merrill Lynch.
July 24 -
A $1.6 million producer left J.P. Morgan to rejoin the Canadian bank's U.S. brokerage.
July 23 -
The wirehouse picked up three advisors from rivals Morgan Stanley and UBS.
July 21 -
Three recruits from the wirehouses join the hybrid RIA Washington Wealth.
July 21 -
A wealth manager with 39 years in the industry leaves the brokerage to join Noyes, a century-old wealth management firm and investment bank.
July 20