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Stifel expects just 95 to 105 Barclays advisors will stay on, compared to 180 when the deal was announced in June, the firm said.
November 6 -
A new recruit generating about $1 million in annual revenues made the move from UBS, the firm said.
November 5 -
A team that oversees $750 million in client assets made the move from Morgan Stanley to UBS, the firm said.
November 5 -
Recruiter Mindy Diamond says the historic accord forged a bond of trust between advisors and their firms that the industry cannot afford to lose.
November 5Diamond Consultants -
An advisor managing $195 million in client assets left Wells Fargo Advisors for Raymond James & Associates.
November 5 -
Wells Fargo's elite brokerage unit picked an attorney as its new chief fiduciary officer.
November 4 -
Merrill Lynch picked up an advisor from rival Credit Suisse.
November 4 -
The newly recruited Wells Fargo team will operate as Cohonesto Financial.
November 4 -
A team with almost $1 million in production left the wirehouse to join the independent side of Raymond James.
November 3 -
Brown Wealth Management Group, a former Wells Fargo-affiliated independent advisory firm, will focus on high-net-worth clients at LPL.
November 3