-
J.P. Morgans asset-management division promoted James Peagam to head of global insurance solutions, an operation that oversees $78 billion of client funds.
December 3 -
The high-ranking recruit will work on the firm's expansion plans and serve as a liaison between branch managers and top brass.
December 2
-
The recruits include two advisors who joined the employee channel at Ameriprise and three who went over to the firm's independent side.
December 2
-
Four advisors from the Swiss firm passed on an offer to join Wells Fargo Advisors.
December 1
-
Advisors spend their whole careers planning for their clients retirement, but often wait too long to plot their own exit.
November 30 -
The recruit had $1 million in annual production before leaving the wirehouse.
November 30 -
How military experience helped a former commanding officer of the Armys Presidential Honor Guard transition to wealth management.
November 27 -
A financial planner left the wirehouse for the independent channel at Wells Fargo.
November 24
-
The group generated annual revenues of $3 million before making the move.
November 23 -
The recruits collectively had $1.7 million in annual revenue before making the move.
November 23
