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The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.
March 6 -
The layoffs are part of a shift of personnel to LPL Financial's South Carolina campus to cut costs and position the independent broker-dealer for future growth.
February 23 -
The team has formed Samara Capital and joined platform tru Independence.
February 13 -
Morgan Stanley, Merrill Lynch and the other wirehouses gained and lost several standout recruits.
February 2 -
The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.
January 31 -
Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.
January 26 -
Once a top-producing planner at LPL, Carson now possesses a direct line to the CEO.
January 20 -
The RIA aggregator added its 43rd partner.
January 11 -
Plus: A Morgan Stanley grab totals $410 milllion in combined AUM and more than 30 other job changes.
January 10 -
The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20 -
Collectively, this year’s mega movers managed more than $23 billion in client assets.
December 15 -
Plus, advisers with $450M in combined AUM join Benjamin Edwards.
October 31 -
Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.
September 27 -
Plus, Wells Fargo hires a $700M team from J.P. Morgan Private Bank and helps a $587M Morgan Stanley team go independent.
September 13 -
Plus, Benjamin F. Edwards and Ameriprise each add recruits with more than $600M in combined AUM, and Morgan loses a $500M group.
August 22 -
Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.
August 2 -
After predicting a strong recruiting year, Wells' independent advisory arm attracts planners from LPL Financial, UBS and U.S. Bank.
July 14 -
The largest recruits managed more than $17 billion in client assets.
July 11 -
The largest teams to go indie this year managed more than $5 billion in client assets.
July 7 -
Also, J.P. Morgan saw a team managing $300 million in client assets go independent.
June 20


















