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Julz Burgess will provide strategic direction and focus on business development, client service and retention.
August 24 -
Recruits who generated $4.5 million make the move between wirehouses.
August 24 -
The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.
August 21 -
Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering.
August 21 -
Deutsche Bank co-CEO John Cryan is considering the biggest overhaul of the lenders management structure in more than a decade.
August 20 -
When Bank of America shareholders gather next month to decide if Brian Moynihan can keep his chairman title, they wont be the only ones about to weigh in on his career.
August 20 -
The former Northern Trust duo had annual production of $2 million at the time they made the move.
August 19 -
The new recruits join Dynasty's newly formed Summit Trail Advisors and are the latest to leave the British bank's wealth management unit before its merger with Stifel.
August 18 -
New Wells Fargo recruits have a combined 55 years of experience.
August 18 -
The Swiss-owned wirehouse said it recruited three Morgan Stanley advisors who generated more than $3 million in annual revenue.
August 17