Content classifications

The new recruits join from Wells Fargo and Oppenheimer.

It’s rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.

The wirehouse recruited the mega team from UBS.

A father and his two sons switch from one independent broker-dealer to another.

The recruit previously generated $1.3 million in annual revenue.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

The wirehouse's newest hires come from Credit Suisse, which is looking to exit the U.S. wealth management market.

Janus Capital said the head of its fundamental fixed income unit, who oversaw an eight-fold increase in the firm’s bond assets over the past decade, is leaving.

J.P. Morgan’s asset-management division promoted James Peagam to head of global insurance solutions, an operation that oversees $78 billion of client funds.

The high-ranking recruit will work on the firm's expansion plans and serve as a liaison between branch managers and top brass.

The recruits include two advisors who joined the employee channel at Ameriprise and three who went over to the firm's independent side.

Four advisors from the Swiss firm passed on an offer to join Wells Fargo Advisors.

Advisors spend their whole careers planning for their clients’ retirement, but often wait too long to plot their own exit.

The recruit had $1 million in annual production before leaving the wirehouse.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.

A financial planner left the wirehouse for the independent channel at Wells Fargo.

The group generated annual revenues of $3 million before making the move.

The recruits collectively had $1.7 million in annual revenue before making the move.

The investment bank lands a six-member group to run a custody and emerging-market bond business within its wealth management unit.

The wirehouse's three newest recruits come from Credit Suisse.