Career moves

Raymond James' Judson Potter says he learned a lot about perseverance by watching his mother go through medical school.

Vineer Bhansali is leaving Pimco, where he was a managing director specializing in quantitative portfolios, to start his own investment firm.

Anthony Percora, a former SEC attorney, will develop all policies and procedures related to the firm's compliance program.

A former wirehouse advisor has been building a new firm from the ground up.

The fast-growing financial firm acquired an RIA and pulled over a wirehouse team.

More than two dozen teams managing $1 billion or more in client assets switched firms this year. See where they landed.

The new recruits moved over to the independent side of the wirehouse.

After losing dozens of advisors who managed billions in client assets to UBS, scorned Credit Suisse strikes back with legal challenge.

A father and son along with their team leave the independent broker-dealer to join the employee side at Ameriprise.

David Sawyer will lead a team dedicated to developing and executing strategies to grow BMO's trust business in Delaware.