Content classifications

William Blair, a Chicago-based financial services firm, said it hired a 24-year industry veteran.

Two advisors passed on an opportunity to join Wells Fargo, which recently inked a recruiting deal with Credit Suisse.

An advisor group left the wirehouse for the independent side of Raymond James.

The wirehouse said it recruited the advisors from Credit Suisse.

Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home.

Franklin Resources, which has more than $800 billion under management, hired Patrick O’Connor from BlackRock to head global ETFs.

The wirehouse pulled over four teams from Credit Suisse.

The breakaway launched a multi-generational firm that includes the planner's three daughters.

In one of the largest moves, the wirehouse picked up a team from Credit Suisse that generated $6.4 million in annual revenue and oversaw $610 million in client assets.

The firm said it landed the mega team from Merrill Lynch, marking it the largest recruiting move in Raymond James' history.

Four advisors made the switch from Wells Fargo's independent broker-dealer to Raymond James Financial Services.

The former wirehouse advisors have opened an RIA with the help of Focus Financial Partners.

Vanguard, the world’s largest mutual fund company, said two long-time managers of the firm’s funds, Lucius T. Hill and Karl E. Bandtel, will retire next June.

The independent firm affiliated with Raymond James picks up two recruits who made the jump in separate moves from Oppenheimer.

The recruits have launched independent practices and joined existing teams with FiNet.

RBC's newest recruits oversee about $132 million in client assets.

The new recruits join Baird from Wells Fargo Advisors and Stifel.

An advisor overseeing $355 million in client assets joined Morgan Stanley.

The executive will serve wealthy families in the eastern Florida region, including Jupiter, Palm Beach and Miami, as the bank looks to expand GenSpring, its ultrahigh-net-worth business.

TD Ameritrade named Toronto-Dominion Bank’s Tim Hockey as its next chief executive officer, prompting an executive shuffle at Canada’s largest lender by assets..