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The firm lost 94 existing advisors, but recruited 79 new ones in the first quarter. Here are six of its new additions.
April 24
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The wirehouse exodus continues, as a team of Wells Fargo advisors jumps ship for the independent firm.
April 17
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One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
April 11
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Among recent career changes, Merrill Lynch lost brokers managing $2.2 billion to rival J.P. Morgan Securities.
February 20
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As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8
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This is the second time in recent weeks that the firm has poached talent from the wirehouse.
January 31
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The advisor was drawn to the regional BD’s small culture.
January 25 -
Advisors have been ditching some of the larger firms for greater latitude.
January 11
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Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.
January 5
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Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
January 3
