Career Moves

Recruiting Women a Top Priority at Raymond James
"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15 percent," says Michelle Lynch, director of Raymond James' Network for Women Advisors.
The group of 5 advisors will be opening a new office for the regional broker. Read More »
The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd. Read More »
The team left the wirehouse to form their own independent firm, representing one of the largest groups that Dynasty has helped go independent. Read More »
The OAKS Wealth Management Group has a combined $3.2 million in production. Read More »
"It's like being Superman and Clark Kent," says Michael H. Jacobs, a producing branch manager at RBC. Read More »
CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance. Read More »
The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo. Read More »
UBS' latest hires managed approximately $1.3 billion in client assets while at Merrill. Read More »
The San Francisco-based bank tapped an executive from BNP Paribas—the bank's French parent company—to lead the wealth management business in the U.S. Read More »
The new recruit had generated $2.7 million in production before switching wirehouses. A second advisor from UBS who had $1.9 million also went to Morgan. Read More »
The former wirehouse advisors joined Raymond James' traditional employee broker-dealer. Read More »
The new hire comes amid rumors that Credit Suisse will sell its U.S private bank. Read More »
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