Industry

The Rosen Team had $2.6 million in annual production before switching wirehouses.

United Capital anticipates adding $1.5 billion in assets in buying Select Financial Group and PSA Insurance & Financial Services.

The wirehouse advisors joined forces at Dynasty Financial Partners to launch Cardan Capital Partners.

The deal should be a signal to robo platforms they need to pair their technology with traditional advisors to remain competitive, analysts say.

Stifel expects just 95 to 105 Barclays advisors will stay on, compared to 180 when the deal was announced in June, the firm said.

A new recruit generating about $1 million in annual revenues made the move from UBS, the firm said.

A team that oversees $750 million in client assets made the move from Morgan Stanley to UBS, the firm said.

Recruiter Mindy Diamond says the historic accord forged a bond of trust between advisors and their firms that the industry cannot afford to lose.

An advisor managing $195 million in client assets left Wells Fargo Advisors for Raymond James & Associates.

Wells Fargo's elite brokerage unit picked an attorney as its new chief fiduciary officer.