First Republic

• Career moves

  J.P. Morgan Securities loses advisors to First Republic

  The bank is an aggressive recruiter of HNW and UHNW talent.

  By Paola Peralta

  January 17

  
• Recruiting

  Wealth manager defections sting small and midsize banks

  Washington Trust warned that it could lose $3 million in annual revenue after two top advisers left to join a brokerage firm. Other banks are facing similar hits.

  By John Reosti

  November 8

  
• Recruiting

  First Republic picks up 4 UBS advisors, helping fill gap left by Luminous exit

  The bank has been courting wirehouse talent, but took a hit when a top team quit in June.

  By Andrew Welsch

  August 14

  
• Advisors on the move

  14 teams, $45B in AUM: Top recruits of 2019

  These firms scored big with advisors managing $1 billion or more.

  By Paola Peralta

  July 9

  
• RIAs

  $17B gone: The biggest-ever advisory team exit and the bank that lost it

  For First Republic, “the pain index is likely somewhere between excruciating and traumatic,” says one expert. But few realize how much the bank got for its money.

  By Ann Marsh

  June 6

  
• Recruiting

  Merrill loses veteran advisors to LPL and First Republic

  One departing practice managed $100 million in assets.

  By Graison Dangor

  May 30

  
• Recruiting

  Billion-dollar bye-byes: Which firms lost mega brokers?

  The list includes the biggest wirehouse breakaway team in the past five years.

  By Andrew Welsch

  May 6

  
• Recruiting

  $1.5B team quits Wells Fargo for First Republic

  The bank has been striving to lure away top talent from the wirehouses.

  By Andrew Welsch

  February 20

  
• Recruiting

  First Republic poaches $500M UBS wealth manager

  The firm has been aggressively recruiting wirehouse talent.

  By Amanda Schiavo

  January 29

  
• Recruiting

  Wells Fargo loses more brokers, this time to First Republic

  The four-person team is the first 2019 hires for the boutique bank.

  By Andrew Welsch

  January 16

  

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