UBS Grabs Morgan Team With Nearly $1B in AUM
Four veteran advisors joined UBS from Morgan Stanley where they generated $5.6 million in annual revenue, according to a UBS spokesman.
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The couple had nearly $1.7 million in annual production while at Edward Jones. more »
Recruits leave the wirehouse for the independent side at Wells Fargo. more »
Focus Financial Partners' Chris Dupuy, a former Merrill Lynch executive, talks recruiting, breakaways and why he tells some advisors that independence isn't for them. more »
Recruits who generated $4.5 million make the move between wirehouses. more »
The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network. more »
The former Northern Trust duo had annual production of $2 million at the time they made the move. more »
The new recruits join Dynasty's newly formed Summit Trail Advisors and are the latest to leave the British bank's wealth management unit before its merger with Stifel. more »
New Wells Fargo recruits have a combined 55 years of experience. more »
The Swiss-owned wirehouse said it recruited three Morgan Stanley advisors who generated more than $3 million in annual revenue. more »
Noyes makes a new addition in an effort to grow the firm's network of financial advisors. more »
The regional brokerage lured away three recruits from rivals Wells Fargo and Raymond James. more »
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