Erika Wheless

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.