With New Hire, Raymond James Ramps Up West Coast Expansion
Raymond James & Associates tapped a former Morgan Stanley exec and RIA co-founder as regional director.
More in Career Moves
A former branch manager is promoted to oversee 142 employees. more »
Wealth managers from separate teams moved to the wirehouse. more »
Frank Epinger will oversee the firm's downtown Los Angeles, Century City, Newport Beach and Santa Barbara offices. more »
Arthur Tambaro thought his career was over just a year ago. But his latest move makes sense in his career path, he says. more »
Citi Private Wealth advisor Bernard Reina used to be reluctant to join a team, but after his hand was forced he's now a major advocate. more »
The two new hires managed about $210 million in client assets while at Morgan Stanley. more »
Three former Ameriprise advisors will sign on with the employee advisory channel at Raymond James. more »
The former wirehouse group is larger than Dynasty's biggest recruiting grab in 2014. more »
Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager. more »
A Stifel-Sterne Agee merger would dwarf other moves made last year. more »
The three-advisor team generated more than $2 million in annual revenue before making the move. more »
The advisors collectively managed nearly $2 billion in assets. more »
A wealth manager, with $65 million in client assets before he left the regional broker-dealer, joined an independent firm affiliated with SagePoint Financial. more »
The March Issue is now online!


Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here