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The ex-Merrill executive had been at the wirehouse for almost three decades.
March 24
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The former wirehouse advisor is the newest hire at Snowden Lane Partners, an independent firm.
March 24 -
The Bank of America unit that serves ultrawealthy clients picked a Merrill executive to oversee its Central North division.
March 23
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The new recruits made the move to HighTower from Morgan Stanley and SunTrust.
March 22
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The veteran advisor joined the firm as Credit Suisse exits the U.S. wealth management market.
March 21 -
The advisor joined Wells Fargo's independent network.
March 21 -
Two veteran advisors overseeing over $210 million left the wirehouse this week to join the independent firm that is affiliated with Raymond James.
March 17
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The wirehouse landed another recruit, who had about $500 million in client assets, from its deal to hire Credit Suisse advisors who specialize in Latin American clients.
March 15
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Wells Fargo team now operates independently as ClearTrack Financial Advisors, with securities offered through Raymond James
March 14
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A veteran who worked as broker and recruiter for 20 years joined Securities Americas branch office development recruiting team.
March 10
