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A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel.
August 7 -
A team managing over $200 million is the second move this month between the two wirehouses.
August 6 -
Wells Fargo adds three recruits, including one from Morgan Stanley, to grow its independent channel.
August 5 -
Since last month, Morgan Stanley has lost about a dozen advisors overseeing more than $1.6 billion in client assets to rival wirehouses and regional B-Ds.
August 3 -
Swiss firm recruits a three-advisor team with more than $400 million in assets after losing over a dozen advisors to rival wirehouses in July.
July 30 -
More defections hit the British bank's wealth management unit as it nears its deal to merge with Stifel.
July 29 -
Advisors keep slipping away from the regional brokerage while it waits to merge its operations with Stifel.
July 29 -
Three wirehouse advisors switch to the super regional's employee channel.
July 29 -
Merrill has lured away other big producers from rival wirehouses in recent months.
July 28 -
With the bank's deal to sell its wealth management business to Stifel still pending, many advisors have jumped to either rival wirehouses or launched their own independent practices.
July 27