Advisors With $300M Combined AUM Join Wells Fargo
The wirehouse recruited advisors from rivals Merrill Lynch and UBS.
More in Recruiting
Merrill's newest recruit managed more than $185 million in client assets while at UBS. more »
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting. more »
Raymond James' independent broker dealer lured away two advisors producing $1.85 million from Morgan Stanley. more »
Raymond James & Associates lured away a wirehouse team with $116 million in AUM. more »
The wirehouse named former football pro and advisor William Thomas to head the firm's San Francisco complex. more »
A Wells Fargo team left the wirehouse to join Raymond James & Associates. more »
An advisor managing $181 million in assets left Morgan Stanley for the Swiss firm. more »
Wealth managers called into active duty have a delicate balancing act between serving firm and country. more »
Lebenthal picked up an RIA that oversees $250 million in assets, as well as a team of two advisors in New York. more »
Mega teams spend months, sometimes years, in the effort to find a new home and transition their oversized books. more »
Raymond James & Associates recruited an advisor managing more than $191 million in assets from regional rival Stifel. more »
The wirehouse brought over five advisors from UBS and Citi Personal Wealth Management. more »
The team, known as Madison Street Financial Group, generated $3.5 million in annual revenue. more »
35 Great Schools for Financial Planning
The December Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

January 19, 2015 |

January 26, 2015 |

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here