Raymond James Hires 3 Wirehouse Managers
The trio collectively supervised about 200 advisors who oversaw more than $17 billion in client assets for UBS and Wells Fargo.
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Morgan CFO Ruth Porat was eligible for $14.1 million in unvested restricted stock and $13.8 million in total deferred compensation as of the end of 2014. more »
Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance. more »
The new recruits generated an estimated $1.4 million in combined annual revenue while at Merrill Lynch. more »
Two wirehouse advisors who oversaw $140 million in assets joined the super regional's employee advisory ranks. more »
Collectively, the new recruits from Wells Fargo, Morgan Stanley and A.G. Edwards managed a total of $600 million in assets before joining the firm. more »
These leaders are finding it more difficult to keep a balance between advisors and their firms. more »
After 20 years with UBS, the nearly 40-year industry veteran will now head a Baird branch in the Midwest. more »
An advisor's move to HighTower sheds light on an issue that bedevils those making the transition: Whether to risk losing partners -- and possibly clients. more »
The recruit oversaw $160 million in client assets while at Merrill, according to a UBS spokesman. more »
The group was responsible for about $425 million in client assets. more »
The wealth management industry has long been characterized by a lack of diversity. After the success of Raymond James' Women Advisors Network, though, a group of advisors and branch managers at the firm has launched a Black Financial Advisors Network. more »
Consider every encounter at work and in your community an opportunity to create a positive reputation for your business. more »
Recruits from Edward Jones, Morgan Stanley and Barclays leave for the wirehouse. more »
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