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The new recruits have gone over to the independent side of Wells Fargo, opening practices s in two states.
October 21 -
The wirehouse pulled over four advisors from rivals Merrill Lynch and Morgan Stanley.
October 20 -
The team generated $2.9 million in production before switching wirehouses.
October 19
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Leadership positions at the firm have been filled to balance its recent wave of RIA recruitments.
October 19 -
Four advisors left the wirehouse to join regional broker-dealer Benjamin F. Edwards.
October 19
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SunTrust's chief risk officer will lead the Consumer Banking and Private Wealth Management business.
October 16 -
An advisor who had been at Merrill Lynch for 20 years left the wirehouse to join UBS.
October 15
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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.
October 15
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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.
October 15 -
The new recruits will work in the firm's philanthropic solutions office.
October 13
