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The departure comes as the British firm prepares to transition its advisors over to Stifel, which is acquiring Barclays wealth management operations.
July 23 -
Will the trickle of advisors leaving Barclays for rival firms turn into a flood?
July 20 -
The advisor managed nearly half a billion dollars in client assets while at Barclays.
July 17 -
Barclays lost another team, this time to Morgan Stanley, while its deal to sell its U.S. wealth management operations to Stifel is pending.
July 14 -
The moves represent another blow to Barclays, which lost five advisors in advance of a pending deal to sell its U.S. wealth management operations to Stifel.
July 7 -
Some advisors might land a sizable payout, according to documents seen by On Wall Street.
June 9 -
Two veterans left the wirehouse this week for different firms, including Janney Montgomery Scott.
May 13 -
Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.
March 23 -
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.
January 21 -
Two advisors left Barclays to join regional bank First Republic.
January 21 -
An advisor team generating $6.7 million in annual revenue has left J.P. Morgan Securities for Raymond James & Associates.
December 8 -
Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla.
November 18 -
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank.
November 12 -
Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.
November 6 -
Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays.
November 4 -
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands.
October 30 -
Deutsche Asset & Wealth Management lured away a managing director from J.P. Morgan.
October 16 -
FINRA barred a Chicago-based broker after it was discovered he transferred over $1 million from client accounts into his own over a number of years.
October 8 -
Deutsche Asset & Wealth Management hired a new regional executive from J.P. Morgan.
October 8 -
Deutsche Bank AG, the German lender that has pledged to improve controls after criticism from regulators, hired Elizabeth J. Ford from Goldman Sachs Group Inc. as head of compliance for the Americas.
October 8



