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Advisors on the move
Ameriprise adds $294M team
The firm lost 94 existing advisors, but recruited 79 new ones in the first quarter. Here are six of its new additions.
Raymond James expands in Midwest, recruits Wells Fargo advisors with $405M AUM
The wirehouse exodus continues, as a team of Wells Fargo advisors jumps ship for the independent firm.
Advisors on the Move: 30 career moves, $5.2B AUM
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
Advisors on the move: 23 jumps, $5.6B in AUM
Among recent career changes, Merrill Lynch lost brokers managing $2.2 billion to rival J.P. Morgan Securities.
Ron Carson openly poaches LPL advisors, seducing them with new tech
As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
With eye to boosting members, Frank Paré becomes FPA president
Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.
Advisors on the move: 28 of the biggest, most recent jumps
Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
Advisors with $10B flee wirehouses
Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.
Advisors on the move: 43 of the biggest recent jumps
The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.
Advisors on the Move: Wirehouses lose 12 teams with over $3.5B
Independent and regional firms have been maintaining strong appeal with new recruits.
See more Advisors on the move
