-
John Zimmerman, president of an asset-management firm, will lead a team of approximately 10 professionals.
June 7
-
The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.
June 7
-
Prior to her financial services career, the recruit was a U.S. Army reservist working as a Russian linguist.
June 7
-
The adviser claimed she was unjustly fired from First Citizens Bank for allegedly making unauthorized bonus payments to her two sales assistants totaling $9,000.
June 6
-
The adviser, who has more than 30 years of industry experience, left to join Noyes.
June 6
-
The recruit had $1.8 million in annual production before making the move, the regional BD said.
June 2
-
Manhattan West Asset Management serves sports, music and entertainment clients, as well as pension funds.
June 2
-
The firm's newest recruit is a veteran broker from Morgan Stanley.
May 31
-
Two veteran advisers joined the independent firm, which is affiliated with Raymond James.
May 31
-
Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.
May 26
