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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