Veteran Advisor With $100M AUM Jumps to Lebenthal
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.
More in Recruiting
The seven-member group left Morgan Stanley to join Wells Fargo. more »
Raymond James lured away a Morgan Stanley advisor managing more than $85 million in client assets. more »
Seth Barnes was promoted to oversee 10 branch offices at the wirehouse. more »
Two advisors left Wells Fargo to join Stifel. more »
An advisor managing more than $188 million in client assets joined Raymond James & Associates. more »
Kevin Reed, head of wealth management for Janney Montgomery Scott, explains how the firm is shifting its focus to meet the needs of a "new breed of FA." more »
The firm hired the former CEO of Source Capital Group as a regional manager. more »
Raymond James lured away a UBS advisor managing more than $120 million in assets. more »
An Edward Jones advisor managing more than $114 million in client assets joined the Raymond James independent channel. more »
Two advisors left RBC to join Raymond James' employee channel. more »
Stifel Nicolaus lured away a 36-year veteran advisor from RBC. more »
The CFP Board has launched a new online portal intended to serve as a resource for people looking to start a career in financial planning. more »
U.S. Capital Advisors recruited a veteran Wells Fargo advisor who previously managed $550 million in assets as part of a three-person team. more »
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