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The duo oversaw $700M in client assets before joining the wirehouse as part of a unit working with clients from Latin America.
April 4 -
The new independent practice shares a co-founder with Palantir, a CIA-backed data-gathering firm.
April 4 -
The team, comprised of three veteran advisors, generated about $11 million in annual revenue.
March 31 -
The executive's promotion comes as a search is underway to replace retiring CEO John Taft.
March 31 -
Firms are offering lucrative packages for top producers. Here's what On Wall Street's annual recruiters panel has to say about landing the best offers.
March 31 -
The regional firm recruited four wirehouse advisors.
March 30 -
BlackRock plans to cut about 400 jobs in what may be the biggest round of layoffs to date at the worlds largest money manager, according to people with knowledge of the matter.
March 30 -
The executive was a driving force behind the firm's effort to develop bitcoin technology for the industry.
March 30 -
Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.
March 29
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The move fills a vacancy created by several recent promotions.
March 28 -
Two advisors who left Merrill Lynch for Morgan Stanley have returned to the wirehouse.
March 28 -
Bob Jain, the global head of Credit Suisse Asset Management, will become co-chief investment officer at Millennium Management.
March 28 -
The wirehouse was seeking to resolve class-action lawsuit alleging labor-law violations in advisor trainee program.
March 24 -
The ex-Merrill executive had been at the wirehouse for almost three decades.
March 24 -
The former wirehouse advisor is the newest hire at Snowden Lane Partners, an independent firm.
March 24 -
The Bank of America unit that serves ultrawealthy clients picked a Merrill executive to oversee its Central North division.
March 23 -
The new recruits made the move to HighTower from Morgan Stanley and SunTrust.
March 22 -
The veteran advisor joined the firm as Credit Suisse exits the U.S. wealth management market.
March 21 -
The advisor joined Wells Fargo's independent network.
March 21 -
Two veteran advisors overseeing over $210 million left the wirehouse this week to join the independent firm that is affiliated with Raymond James.
March 17











