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CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.
September 25 -
TCWs Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross sudden departure from Pimco.
September 24 -
The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo.
September 24 -
UBS' latest hires managed approximately $1.3 billion in client assets while at Merrill.
September 23 -
The San Francisco-based bank tapped an executive from BNP Paribasthe bank's French parent companyto lead the wealth management business in the U.S.
September 23 -
The new recruit had generated $2.7 million in production before switching wirehouses. A second advisor from UBS who had $1.9 million also went to Morgan.
September 22 -
The former wirehouse advisors joined Raymond James' traditional employee broker-dealer.
September 22 -
The new hire comes amid rumors that Credit Suisse will sell its U.S private bank.
September 21 -
The two-year-old wealth management business has a new chief executive to replace Frank Campanale, a former wirehouse executive, who previously held the job.
September 21 -
The wirehouse lured away seven advisors from Morgan Stanley.
September 21 -
Lure of large trust department, bank name recognition, more persuades five advisors in Redondo Beach, Calif., to switch.
September 21 -
Three wirehouse veterans joined the super regional's employee channel.
September 18 -
The wirehouse's latest hire also had previously worked two decades at Morgan Stanley, On Wall Street reports exclusively.
September 17 -
The recruit comes from BB&T Scott & Stringfellow, and was previously at Morgan Stanley, according to this On Wall Street exclusive report.
September 17 -
BlackRock named Salim Ramji head of its U.S. wealth advisory business, succeeding Frank Porcelli, as the worlds biggest asset manager pushes to attract more retail clients.
September 17 -
Two advisors who oversaw more than $220 million in client assets have switched wirehouses.
September 16 -
The new recruits opened a new office for Raymond James & Associates, the firm said.
September 16 -
The Canadian-owned brokerage firm promoted a branch manager with 16 years of industry experience.
September 16 -
Greg Hersch, who has been featured in On Wall Street's Top 40 Under 40, has left the wirehouse.
September 15 -
The firm's new hires come from J.P. Morgan.
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