Updated Saturday, May 18, 2013 as of 7:38 PM ET
“We consider Texas to be an extremely important market and have made a strong commitment to growing our services here,” Lynn Houston, branch manager in the Houston Branch, said in a statement.
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More in Recruiting
The Financial Services Institute gained traction with a new round of advisors from Capital Investment Companies. more »
Thomas Welch knows there’s a better chance he will be fired than retire. So he spent his vacation interning at Merrill Lynch Wealth Management to prepare for a second career to sustain him for the next 40 years. more »
Baird has bolstered its advisor force with two wirehouse teams with $800 million in assets. more »
The Securities America move underscored the intensity with which advisory firms are competing for talent, executive search experts said. more »
Breaking into the brokerage business is getting tougher as declining fees make small accounts less profitable and government restrictions on unsolicited calls make phone sales taboo. That’s leaving big firms struggling to replace a retiring generation of advisors. more »
Two former branch managers at Raymond James have moved to Stifel and LPL in Austin, Texas. more »
The new hires join the firm in Jackson, Tenn., and Mount Kisco, N.Y. more »
The St. Louis-based firm, which now has 30 offices, opened its third Florida location with an office in Destin and made inroads into Alabama with a new branch in Birmingham. It also added an advisor to its White Plains, N.Y., and Chattanooga, Tenn., location. more »
The Louisville, Ky., firm picked up two advisors with a total of $200 million in assets. more »
The firm has reorganized its branch leadership with two promotions and a new hire from Morgan Stanley. more »
Merrill Lynch’s ultra high net worth business, the Private Banking and Investment Group, has snapped up two Morgan Stanley Private Wealth Management advisors in Houston, Texas. more »
A proposed rule requiring advisors to disclose their transition packages when switching firms could change the tone of the conversations in the war for top industry talent. more »
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