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The bank looked to one of its own to replace the current wealth management and insurance division head.
July 7 -
A recruit who worked with $658 million in client assets moves between the wirehouses.
July 6 -
A trio of advisors leaves the wirehouse for the independent channel at Raymond James.
July 1 -
The wirehouse lured away a team that managed $750 million from Barclays, which recently announced a deal to sell its U.S. wealth management division to Stifel.
June 30 -
Two brothers working for Merrill Lynch, where they had overseen $620 million in client assets before making the move, join the rival wirehouse.
June 24 -
The bank's U.S. brokerage unit which focuses on ultrahigh-net-worth clients snags a new branch manager.
June 23 -
An advisor who oversaw $75 million in client assets left the wirehouse to join the super regional's independent channel.
June 17 -
The Bank of America unit for ultrahigh-net-worth clients hired a 20-year industry veteran to oversee a key team of advisors.
June 15 -
A group of independent financial advisors has moved to LPLs corporate RIA custodial platform.
June 12