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Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.
September 27 -
Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.
September 26 -
The new recruits joined the regional firm's employee channel.
September 23 -
One of the new recruits was previously affiliated with Raymond James as an independent adviser for about a decade.
September 19 -
The planner, who oversaw $132 million in client assets while at the wirehouse, is starting out on his own with help from Raymond James, the firm said.
September 15 -
Alexander Assaf will oversee financial advisers and their teams for the credit union's Addison Avenue Investment Services division throughout Idaho, Oregon and Washington.
September 13 -
The recruit also previously worked for Morgan Stanley, Merrill Lynch and RBC.
September 13 -
See which independent broker-dealers are managing the biggest asset base for client accounts.
September 13 -
Plus, Wells Fargo hires a $700M team from J.P. Morgan Private Bank and helps a $587M Morgan Stanley team go independent.
September 13 -
How a close relationship with his planners has made Edward Sudzina one of the industry's top leaders.
September 12