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Three veteran advisors departed the wirehouse to join independent firm U.S. Capital Advisors.
March 7
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The brokerage landed 7 recruits from Edward Jones, Ameriprise and Morgan Stanley, as well as from other wealth management firms.
March 3
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Jon Short, the head of wealth management at Pimco, is leaving after 10 years to join Dan Zwirns hedge fund, Arena Investors.
March 3 -
The advisor had been a member of Morgan Stanley's Chairman's Club.
March 1
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The recruit will serve as a branch director for six offices.
March 1
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A mega team of three long-time industry veterans departed Merrill Lynch for Raymond James & Associates.
March 1
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An NYPD auxiliary police officer also works in wealth management.
February 29
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A former professional football player and his brother made the move between the two regional B-Ds.
February 25 -
The executive will be responsible for pursuing enhanced collaboration between Merrill Lynch and other Bank of America units.
February 24 -
The independent firm founded by former Merrill Lynch executives hired away a recruit from the wirehouse.
February 24
