Career moves

An advisor who had been at Merrill Lynch for 20 years left the wirehouse to join UBS.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

Barclays lost a team to RBC, the latest defection since the British-owned firm agreed to sell its brokerage unit to Stifel. This is the first to go to a regional brokerage instead of a wirehouse or high-profile boutique.

The new recruits will work in the firm's philanthropic solutions office.

John Brynjolfsson, after creating an $80 billion asset management business at Pimco and a $1 billion hedge fund on his own, will downsize to a $16 million mutual fund during the next stage of his career.

Credit Suisse's losses include a three-member team that generated $7.2 million in annual revenue, which joined UBS.

Planner Brittney Castro takes an unorthodox route to prospecting young clients and if you don't like it, she's like, you know, cool with that.

John Brynjolfsson, the chief investment officer of Armored Wolf, said he is closing the money management firm to outside investors and converting it into a family office.

A recruit from M.J. Whitman heads to the regional broker's employee channel.

The bank's wealth management group is gearing up for more business in Nevada now that it has the ability to deliver trust services in the state.