Career moves

Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.

Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.

The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.

The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.

Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S.

Firms' aggressive pursuit of repayment of recruiting loans is likely a reflection of how massive some recruiting deals have become in recent years.

As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.

The partners at Pilot Financial have been through only one acquisition in their firm's history — the recent sale of Lincoln Financial's wealth groups to Osaic — and they're not eager to repeat the experience.