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The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.
May 9 -
The role of the firm's latest hire has yet to be determined.
May 8 -
Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.
May 8 -
The group generated over $7 million in annual revenue, On Wall Street learns exclusively.
May 8 -
The two advisers had been with the wirehouse for more than a decade.
May 8 -
If not for her hiring expertise, CEO Jeffrey Gundlach says the bond behemoth would not have managed nearly as well following her death.
May 8 -
The new recruit joins after the regional firm paid $150 million to settle a lawsuit brought by an SEC receiver.
May 4 -
Mike Michael, an executive vice president and regional president, takes over the business from Philip McHugh, who now heads the consumer bank.
May 4 -
Not planning is the biggest risk that advisers can take.
May 4PFI Advisers -
The newcomer from UBS will help oversee a unit that has grown to just over 3,000 advisers.
May 3