Raymond James Grabs $1M Producer
Raymond James added a Wells Fargo advisor who managed $175 million in client assets.
More in Recruiting
The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services. more »
Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month. more »
Four advisors joined the firm from rival brokerage D.A. Davidson. more »
Facing a talent shortage, banks need young advisors more than ever and they're finding them before they even graduate college. more »
Two wirehouse advisors generating almost $1.7 million jumped to Steward Partners, an independent firm affiliated with Raymond James Financial Services. more »
"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley. more »
The recruit generated $614,000 in production at his former job. more »
Better technology, cultural differences and bigger deals have enabled regional firms to recruit more competitively and keep up the momentum. more »
Wealth managers who managed over $800 million in combined client assets have joined the wirehouse, according to a spokeswoman. more »
The elite Bank of America brokerage unit created a new executive role to oversee philanthropic services. more »
Will the firm's latest deferred comp measure drive advisors away and hurt recruitment? Recruiter Danny Sarch weighs in on the new plan. more »
Former head of private banking at Macquarie to develop strategy in the Los Angeles area. more »
An avid surfer, this wirehouse recruit made the move to Integrated Wealth Management. more »
Women & Wealth: The Invisible Opportunity
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