Advisors With $2B Join J.P. Morgan Amid Latest Barclays Defections
The moves represent another blow to Barclays, which lost five advisors in advance of a pending deal to sell its U.S. wealth management operations to Stifel.
More in Wirehouses
Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations. more »
A recruit who worked with $658 million in client assets moves between the wirehouses. more »
Advisors aren't so happy this year, in particular due to changes in comp plans and subpar leadership, according to the new J.D. Power study. more »
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 »
Customers continue to be underwhelmed by banks’ customer service. Even worse, young customers see very little difference in services from one bank to another. 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 »
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 »
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 »
The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

Already a subscriber? Log in here