Erika Wheless

The group includes an advisor who started his career at Merrill in 1977.

This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.

The slate of new hires come from several competitors including Wells Fargo and Edward Jones.

The new recruits include a 34-year industry veteran.

The move is one of the largest of the year.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.

The advisors staff the regional BD’s 17th office in Michigan, where it has been on a recruiting streak.

The team caters to athletes, entertainers, and entrepreneurs.

They all spent over a decade at their former firm.

The hires hail from Morgan Stanley and Wells Fargo.

The new hires were previously at Merrill Lynch, UBS, and BB&T.

As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.

The new recruits cited their new employer’s technology platform as motivation for making the career change.

The Minnesota-based Falldin-Mattson Group was previously at Morgan Stanley.

An all-woman team joined the firm in Miami while a branch manager is installed in a new Northern California office.

Three of the quartet join the South Dakota office, while the fourth is in Washington state.

Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.

The group had been at their previous firm for 14 years.

At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.