Career moves

The brokerage firm promoted one of its own to replace a retiring senior vice president, while picking up two branch managers from rival firms.

Eleven executives were tapped this year to lead wealth management and related investment services groups at Key Private Bank, Regions Bank, U.S. Bank, Wells Fargo Private and Wilmington Trust. Find out who they are and what their new roles entail.

Sandra Pierce will assume her role once Huntington completes its acquisition of FirstMerit.

Some call it 'relentless,' but scouting for the best candidates has resulted in a better array of services from the industry's top firms, says leading recruiter Mark Elzweig.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.

The wirehouse's latest hires will support client development and strengthen product delivery, according to Morgan Stanley.

Pimco's $1.5 trillion in assets under management are down 25% from a high of $2 trillion in the first quarter of 2013.

Former Edward Jones advisor says he left for the freedom to own and market his own eponymous firm as he wishes.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.