RBC Nets Advisor Team With $151M in AUM
RBC Wealth Management-U.S. grabbed a trio of financial advisors generating $1.8 million in annual revenue from Oppenheimer & Co.
More in Career Moves
Raymond James & Associates has recruited financial advisors from RBC and TD Ameritrade, including one with $100 million in AUM. more »
Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays. more »
In its latest organizational move, the firm hired a former Merrill Lynch banking executive to lead the growth of the wealth management business in Florida. more »
Pacific Investment Management, seeking to stem redemptions after its co-founder Bill Gross left unexpectedly, was dropped as manager of a $6.16 billion strategy offered by a unit of Prudential Financial. more »
Daniel Keating, a 35-year veteran of the municipal bond market and former Bear Stearns executive, joins insurer Build America Mutual as senior managing director for municipal bond markets starting Monday. more »
What questions are advisors not asking when buying a firm? more »
A former BofA Merrill Lynch Team who felt wronged after being terminated has signed on with full-service brokerage firm Stifel Financial. more »
Latest Morgan Stanley advisor additions around the country bring a combined $565M in AUM and over $3M in revenue. more »
Merrill Lynch grows its Chicago presence by hiring UBS team with $500M in AUM and nearly $5M in revenue. more »
Stifel Financial brings in a veteran Morgan Stanley advisor for a newly created client office in West Chester, Pa. more »
Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division. more »
The deal will help Gratus Capital Management 'turbo charge' growth, says Focus cofounder Rajini Kodialam. more »
Mohamed El-Erian, who quit Pacific Investment Management in January amid reports of clashes with Bill Gross, said he was surprised by the events surrounding the departure of the star bond manager last week. more »
35 Great Schools for Financial Planning
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