Morgan Grabs $3.3M Producer From UBS
A recruit who worked with $658 million in client assets moves between the wirehouses.
More in Career Moves
The wirehouse lured away a team that managed $750 million from Barclays, which recently announced a deal to sell its U.S. wealth management division to Stifel. more »
Two veteran advisors went independent with Dynasty, dwarfing the firm's previous recruits. more »
The bank's former head of branch banking and private banking now directs private wealth management, wealth planning, and trust and estate services as well as UnionBanc Investment Services and HighMark Capital Management. more »
Merrill Lynch lured back three advisors after seven years with rival UBS. more »
"LPL is a different place than when we started there 11 years ago," says CBD Wealth Management partner Robert Comeaux, Jr. more »
Pablo Sanchez will lead the bank's U.S. retail banking and wealth management business and have oversight responsibility for the same business in Canada. He joined HSBC from J.P. Morgan Chase. more »
Two advisors left the wirehouse to join the large regional brokerage, representing the latest in a recent string of mega teams that have switched firms. more »
Two brothers working for Merrill Lynch, where they had overseen $620 million in client assets before making the move, join the rival wirehouse. more »
Two recruits joined the regional brokerage from rivals Merrill Lynch and Wye Financial & Trust. more »
The bank's U.S. brokerage unit which focuses on ultrahigh-net-worth clients snags a new branch manager. more »
The three advisors all joined the super-regional firm from Janney Montgomery Scott. more »
More than two-thirds of brokerage and RIA executives say there aren't enough young advisors to go around, according to a Fidelity survey. more »
The wirehouse pulled in recruits from rival firms UBS, Morgan Stanley, J.P. Morgan and Barclays. more »
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