Career moves

Private Advisor Group is going through a CEO succession, while $2.5B firm CCR secured financing from the parent of its longtime brokerage.

The San Francisco bank announced the hiring of a nine-member team led by Merrill Lynch veterans Harold Reinstein and Michael Nelson. First Republic reported 26.4% growth in wealth management revenue during the second quarter.

Wirehouses lost the most talent as independents and regionals gained in the first half of the year.

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

Since 2021, JPMorgan has hired at least a dozen private-banking executives from rivals and is targeting double-digit percentage growth.

A career path in financial services doesn't have to be linear, says Walmart's Julia Unger.

The hiring strategy underpins a plan to boost assets in the wealth management operation to $1 trillion.

The latest on advisors moves, executive appointments and other M&A activity this week in wealth management.

Our annual analysis of core compensation components at wirehouses, regional and national BDs.