Advisors With $300M Combined AUM Join Wells Fargo
The wirehouse recruited advisors from rivals Merrill Lynch and UBS.
More in Career Moves
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting. more »
JPMorgan Chase’s asset-management unit promoted Robert Stark to head of strategic relationships, replacing Lee Beck, who left for BlackRock last month. more »
From the family feud that rocked Nicholas Schorsch's REIT and IBD empires to LPL's regulatory lapses and a wealth management crisis sparked by a CEO's private fund, the advisory industry had a healthy share of lowlights in 2014. Here are some of the most memorable. more »
Well Fargo Private Bank in San Francisco has named Erik Davidson as chief investment officer. more »
An advisor joined BB&T Scott & Stringfellow to become the firm's latest wirehouse recruit. more »
With nearly 16,000 firms managing $2.4 trillion in assets, Cerulli predicts the RIA industry will capture 28% of retail investor assets by 2018. more »
Raymond James & Associates lured away a wirehouse team with $116 million in AUM. more »
The wirehouse named former football pro and advisor William Thomas to head the firm's San Francisco complex. more »
RCS Executive Chairman Nicholas Schorsch and two other top executives resigned from American Realty Capital Properties. more »
A Wells Fargo team left the wirehouse to join Raymond James & Associates. more »
An advisor managing $181 million in assets left Morgan Stanley for the Swiss firm. more »
Mega teams spend months, sometimes years, in the effort to find a new home and transition their oversized books. more »
Mark Evans will provide investment advice to clients of Ascent Private Capital Management. He is the second managing director of investments to join Ascent's Minneapolis office. more »
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