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Advisors on the Move: 32 teams switch firms, $8.8B
baird by the numbers 2018
Baird grabs 8 more advisors and $880M from wirehouses
Steward-Partners-Harrington-Harris-052918
Steward Partners nabs more talent from Wells Fargo
Raymond James advisory team T.J. Goelz, Dean Dancer (top), Joe Malave (bottom), Pamela Miller, Steven Grossman, Blake Caldwell.jpg
Raymond James scoops up $480M team from UBS
Breakaway moves
$186M team leaves Wells Fargo to launch incubator
Merril Lynch (1) by Bloomberg
$800M Merrill Lynch team goes indie with Focus Financial
Stifel-slideshow-size
Stifel bags $1B advisors in recruiting sweep
Leo Connors and Leo Connors, Jr.  Janney Montgomery Scott financial advisors
Janney hires 3 advisors, including $133M father-son duo
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RBC attracts former $610M Merrill Lynch duo
Royal Bank of Canada (RBC) signage is displayed at the Royal Bank Plaza in Toronto, Ontario, Canada, on Thursday, Dec. 18, 2014. Royal Bank of Canada Chief Executive Officer David McKay said U.S. moves to normalize relations with Cuba present an opportunity for the lender to return to the Caribbean nation. Photographer: Kevin Van Paassen/Bloomberg
Raymond James headcount
$505M Wells Fargo team jumps to Raymond James
A team of six advisors and two client service associates are spearheading two advisory groups managing $390 million at the Hilliard Lyons branch in Asheville, North Carolina.
Hilliard Lyons hires $390M team after joining the Broker Protocol
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Ameriprise takes advisors managing $113 million from UBS
Ameriprise Financial headquarters in downtown Minneapolis, MN on Wednesday, December 28, 2011.
“You want on the one hand to keep getting a relatively decent yield from your investments, but also protect your portfolio against short-term bouts of volatility," said Maximilian Kunkel, chief investment officer for Germany at UBS Wealth Management.
$340M UBS team joins Kestra PWS
A pedestrian shelters under an umbrella while passing a UBS Group AG bank branch in Zurich. Photographer: Stefan Wermuth/Bloomberg
Raymond James by Raymond James
Raymond James adds $230M in ongoing hiring spree
Janney Montgomery Scott courtesy of Janney
Janney advisors managing $400M return more than decade after leaving
Morgan Stanley 4
Morgan Stanley loses $175M advisor to Stifel as post-protocol departures continue
JPMorgan-glass-sign-Bloomberg-News.jpg
Morgan Stanley loses $500M advisor to J.P. Morgan Securities
JPMorgan Chase & Co. signage is displayed at its Madison Avenue building in New York, U.S., on Tuesday, Jan. 12, 2016. JPMorgan Chase is scheduled to release earnings data on January 14. Photographer: Michael Nagle/Bloomberg
Change in financial advisor headcount from prior quarter at Wells Fargo. Broker exodus.
Wells Fargo loses six more advisors
JPMorgan 2 by bloomberg
Merrill Lynch loses 3 advisors to J.P. Morgan Securities
John Morey
John Morey leaves GMO, becomes Fiduciary Trust’s new vice president
First Republic slideshow size
First Republic grabs six hires from Wells Fargo and Jeffries
People walk past a First Republic Bank office in downtown San Francisco, California, U.S., on Thursday, December 9, 2010. Photographer: David Paul Morris/Bloomberg
Mike Cregan Icon Wealth - June 26 2018
Icon Wealth Partners hires managing director-head of fixed income strategies
Hilliard Lyons headquarter
Hilliard Lyons aims for growth, hiring regional director
Amy-Whittington-RBC-060718
RBC hires two new female branch managers
Wells Fargo Advisors Leave for Raymond James John McDermott, Wendy Petrovits, Thomas Monroe
Raymond James nabs advisors managing over $1B from Wells Fargo
Potter Financial Group North Carolina - June 2018
Commonwealth recruits three advisors from Kestra
lpl-financial
LPL grabs $100M team from Nationwide
D.A. Davidson headquarter building exterior
D.A. Davidson hires new advisor from Merrill Lynch
Wells_Fargo_Building_Bloomberg
Kestra lures away $300M Wells Fargo team
BB&T1.jpg
Three advisors leave Merrill Lynch
BB&T branch office in Washington, DC, January 21, 2003. Photo by Chris Kleponis
rbc-slideshow-size
RBC hires $600M team from Wells Fargo
Royal Bank of Canada (RBC) signage is displayed at the Royal Bank Plaza in Toronto, Ontario, Canada, on Thursday, Dec. 18, 2014. Royal Bank of Canada Chief Executive Officer David McKay said U.S. moves to normalize relations with Cuba present an opportunity for the lender to return to the Caribbean nation. Photographer: Kevin Van Paassen/Bloomberg
Raymond James hq
Raymond James division recruits advisors from J.P. Morgan
chalice capital partners - AOTM slideshow June 2018
Atlanta Consulting chooses Chalice Capital as Broker-Dealer