-
President Tom Naratil says the firm will recruit less, spend more on advisers already at the firm and give additional power to branch managers.
June 8
-
John Zimmerman, president of an asset-management firm, will lead a team of approximately 10 professionals.
June 7
-
The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.
June 7
-
Prior to her financial services career, the recruit was a U.S. Army reservist working as a Russian linguist.
June 7
-
The adviser claimed she was unjustly fired from First Citizens Bank for allegedly making unauthorized bonus payments to her two sales assistants totaling $9,000.
June 6
-
The adviser, who has more than 30 years of industry experience, left to join Noyes.
June 6
-
The recruit had $1.8 million in annual production before making the move, the regional BD said.
June 2
-
Manhattan West Asset Management serves sports, music and entertainment clients, as well as pension funds.
June 2
-
The firm's newest recruit is a veteran broker from Morgan Stanley.
May 31
-
Two veteran advisers joined the independent firm, which is affiliated with Raymond James.
May 31
-
Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.
May 26
-
The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.
May 25
-
These adviser bosses have qualities that help them grab top talent for their firms, says recruiter Mark Elzweig.
May 25
Mark Elzweig Co. -
The recruits made the move between wirehouses with two client associates.
May 23
-
The recruit generated $1.7 million in annual production before making the move.
May 23
-
The firm has named two executives to newly created positions to help build on the momentum it says it has developed in serving clients in the western U.S.
May 23
-
Up for vote at BlackRocks May 25 annual meeting is a proposal asking the fund manager to reconsider how it evaluates and votes on executive pay plans.
May 23 -
A new model of holistic financial advice is coming on the scene.
May 23
-
The recruits generated $1.8 million in annual production before making the move.
May 19
-
A U.S. proposal could make it harder for Wall Street banks to compete for talent against asset managers.
May 19
