$120M Merrill Team Goes Indy
Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.
More in Recruiting
A trio of advisors leaves the wirehouse for the independent channel at Raymond James. more »
Rival Edward Jones has grown and wants to keep on growing. more »
"If we don't grow, then we abdicate that opportunity to our competition," says James Weddle, managing partner of Edward Jones, which hopes to surpass Morgan Stanley as the industry's largest brokerage by headcount. more »
The wirehouse lured away a team that managed $750 million from Barclays, which recently announced a deal to sell its U.S. wealth management division to Stifel. more »
Merrill Lynch lured back three advisors after seven years with rival UBS. more »
KeyCorp in Cleveland has hired Gary Poth as head of its family wealth division at Key Private Bank. more »
JPMorgan sued six former executives who defected to rival Morgan Stanley, seeking a court order blocking them from enticing clients to follow. more »
Three industry veterans left the wirehouse space to join U.S. Capital Advisors, a small dually-registered broker-dealer and RIA. more »
Two advisors left the wirehouse to join the large regional brokerage, representing the latest in a recent string of mega teams that have switched firms. more »
Two brothers working for Merrill Lynch, where they had overseen $620 million in client assets before making the move, join the rival wirehouse. more »
Two recruits joined the regional brokerage from rivals Merrill Lynch and Wye Financial & Trust. more »
The three advisors all joined the super-regional firm from Janney Montgomery Scott. more »
More than two-thirds of brokerage and RIA executives say there aren't enough young advisors to go around, according to a Fidelity survey. more »
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