Wells Fargo Plucks $348M Advisor Team From Morgan
Two Morgan Stanley advisors managing $348 million in assets have left to join Wells Fargo Advisors.
More in Recruiting
A Raymond James advisor has left the firm to join U.S. Capital Advisors, a small regional wealth management firm experiencing rapid growth. more »
Deutsche Bank has hired two executives to oversee technology and operations. more »
The Philadelphia-based wealth management firm announced late Friday that 30-year industry veteran Michael Lynfield has joined Janney’s Fairfield location in the role of first vice president/investments. more »
The 92-year-old brokerage is looking to head off a projected shortfall of financial advisors by sponsoring training classes at U.S. universities. more »
A former Merrill Lynch advisor has joined Abbot Downing, a unit of Wells Fargo that serves ultra-wealthy clients. more »
Broker-dealer Waddell & Reed has added 11 new advisors from seven firms who collectively managed $430 million in assets. more »
HighTower recruited a Merrill Lynch advisor team managing $800 million in assets. more »
Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says. more »
Stifel Nicolaus picked up a Baird advisor managing over $170 million in assets. more »
Wells Fargo Advisors picked up an advisor team with $300 million in client assets from Morgan Stanley. more »
A former United Bank & Trust wealth management team with more than $350 million in client assets is going independent with the help of Dynasty Financial Partners. more »
A former Morgan Stanley executive with 30 years of experience has signed on with Ziegler’s wealth management division as its new senior managing director. more »
Ameriprise had a busy recruiting month in July, adding four advisors managing over $350 in assets to its franchise channel. more »
The August Issue is now online!


Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here