Credit Suisse lost two mega teams following reports that the Swiss-owned firm may sell its U.S. private bank. Image: Bloomberg.
Credit Suisse Loses Advisors Managing $4.5B to UBS, Merrill
Credit Suisse's losses include a three-member team that generated $7.2 million in annual revenue, which joined UBS.
A recruit from M.J. Whitman heads to the regional broker's employee channel. Read More »
A longtime wirehouse advisor with $48 million in AUM has joined regional broker-dealer Wunderlich. Read More »
The group of 5 advisors will be opening a new office for the regional broker. Read More »
The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd. Read More »
The team left the wirehouse to form their own independent firm, representing one of the largest groups that Dynasty has helped go independent. Read More »
As the CFP Board wrestles with shifting demographics, its latest research indicates that investors expect their advisors to put their interests first, but the majority believe they don't. Read More »
The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo. Read More »
UBS' latest hires managed approximately $1.3 billion in client assets while at Merrill. Read More »
The new recruit had generated $2.7 million in production before switching wirehouses. A second advisor from UBS who had $1.9 million also went to Morgan. Read More »
The former wirehouse advisors joined Raymond James' traditional employee broker-dealer. Read More »
The new hire comes amid rumors that Credit Suisse will sell its U.S private bank. Read More »
The two-year-old wealth management business has a new chief executive to replace Frank Campanale, a former wirehouse executive, who previously held the job. Read More »
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