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The recruit will serve as a branch director for six offices.
March 1 -
A mega team of three long-time industry veterans departed Merrill Lynch for Raymond James & Associates.
March 1 -
An NYPD auxiliary police officer also works in wealth management.
February 29 -
An advisor, along with his 3 partners, creates a new firm but must wait a year without being able to solicit previous clients.
February 26 -
A former professional football player and his brother made the move between the two regional B-Ds.
February 25 -
The executive will be responsible for pursuing enhanced collaboration between Merrill Lynch and other Bank of America units.
February 24 -
The independent firm founded by former Merrill Lynch executives hired away a recruit from the wirehouse.
February 24 -
Two teams, including one that managed about $300 million at Wells Fargo, left their firms to join U.S. Capital Advisors.
February 23 -
The manager, who left Raymond James after only two years, also had logged in more than two decades at Morgan Stanley and Merrill Lynch.
February 23 -
The former broker turned consultant to planners was in financial straits, his wife told police.
February 22 -
The Bank of America unit that serves ultrawealthy clients picked up new recruits from Morgan Stanley and Hirtle Callaghan.
February 19 -
Janney Montgomery Scott hired six advisors, moving the firm closer to its goal of 50 new recruits this year.
February 19 -
Two recruits from Raymond James and Merrill Lynch made the move.
February 18 -
Raymond James lost another advisor to Wells Fargos IBD, while several Morgan Stanley advisors made the jump to independence.
February 18 -
The firm hired more than a dozen recruits, mostly from wirehouses.
February 17 -
The wirehouse lost a veteran advisor who generated $1.5 million in annual revenue.
February 17 -
Money can be a huge bone of contention in romantic relationships. Heres how advisors can help client couples manage financial discord.
February 17 -
The departure comes two months after Deutsche Bank agreed to sell its U.S. Private Client Services unit to Raymond James.
February 16 -
Attracting and retaining the best people is just one of the vital roles played by HR, says LPLs Sallie Larsen.
February 16
LPL Financial -
The advisors left Credit Suisse, passing on an offer to join rival firm Wells Fargo.
February 15












