Andrew Welsch

Two advisors passed on an opportunity to join Wells Fargo, which recently inked a recruiting deal with Credit Suisse.

The wirehouse said it recruited the advisors from Credit Suisse.

Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home.

The wirehouse pulled over four teams from Credit Suisse.

Advisors can assist their aging clients having a hard time keeping a family-run business in the family.

In one of the largest moves, the wirehouse picked up a team from Credit Suisse that generated $6.4 million in annual revenue and oversaw $610 million in client assets.

The firm said it landed the mega team from Merrill Lynch, marking it the largest recruiting move in Raymond James' history.

Four advisors made the switch from Wells Fargo's independent broker-dealer to Raymond James Financial Services.

Among their chief concerns: being a burden on their families, according to a UBS survey.

The independent firm affiliated with Raymond James picks up two recruits who made the jump in separate moves from Oppenheimer.