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XYPN co-founder Alan Moore moves his RIA to Abacus Wealth Partners as part of the deal.
August 4 -
While the group moves between wirehouses, Morgan picks up more recruits from Barclays.
August 4 -
Since last month, Morgan Stanley has lost about a dozen advisors overseeing more than $1.6 billion in client assets to rival wirehouses and regional B-Ds.
August 3 -
A one-time investment specialist interacts with enough advisors to make the switch to branch management.
August 3 -
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Swiss firm recruits a three-advisor team with more than $400 million in assets after losing over a dozen advisors to rival wirehouses in July.
July 30 -
According to recruiter Mark Elzweig, the bank's response to scandals in Europe changed how advisors were paid, turning a once-promising boutique into a radioactive operation.
July 29
Mark Elzweig Co. -
More defections hit the British bank's wealth management unit as it nears its deal to merge with Stifel.
July 29 -
Advisors keep slipping away from the regional brokerage while it waits to merge its operations with Stifel.
July 29 -
Three wirehouse advisors switch to the super regional's employee channel.
July 29 -
The regional brokerage picked up eight advisors for their employee and independent channels.
July 29 -
The group is the latest to defect from the British bank's wealth operation before its impending sale to Stifel.
July 28 -
Merrill has lured away other big producers from rival wirehouses in recent months.
July 28 -
Two former employee advisors with $240M in AUM join independent firm.
July 28 -
A recruit from the banking channel at Wells Fargo moves to the regional's independent broker-dealer.
July 27 -
Growth remains sluggish at the firm's wealth unit for another quarter.
July 27 -
With the bank's deal to sell its wealth management business to Stifel still pending, many advisors have jumped to either rival wirehouses or launched their own independent practices.
July 27 -
UBS lost a two-decade veteran to rival Merrill Lynch.
July 24 -
For the third time in the past year, the wirehouse discharged a long-time advisor with a big book of business, this time alleging "inappropriate workplace behavior."
July 23 -
The departure comes as the British firm prepares to transition its advisors over to Stifel, which is acquiring Barclays wealth management operations.
July 23







