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Two UBS advisors left the Swiss-owned wirehouse to rejoin Merrill Lynch.
July 16 -
BlackRock, the worlds largest money manager, said second-quarter profit rose 1.4 % as it attracted money into higher-fee products including active funds and ETFs.
July 15 -
Wells Fargos independent channel lands four recruits, including a husband-and-wife team.
July 14 -
Independent broker dealer Securities America picked up an independent RIA with $6.5 million in production from LPL.
July 14 -
LPL has brought six teams on board worth approximately $2.8 billion in combined client assets to its RIA platform since February.
July 14 -
Goldman Sachs Group agreed to buy Imprint Capital Advisors, an asset-management firm that advises clients on investing based on their environmental, social and governance views.
July 13 -
J.P. Morgans Matt Malloy has stepped down as head of institutional solutions and advisory.
July 13 -
The regional broker picked up a recruit from J.P. Morgan.
July 13 -
The wirehouse picks up recruits from rivals Morgan Stanley, Merrill Lynch and regional brokerage Janney Montgomery Scott.
July 10 -
A five-member group leaves the wirehouse for the super regional's employee channel.
July 10 -
The bank looked to one of its own to replace the current wealth management and insurance division head.
July 7 -
A recruit who worked with $658 million in client assets moves between the wirehouses.
July 6 -
Mike Greene will serve out the term of Joe Votava, who resigned earlier this year as chair-elect due to personal and business reasons.
July 2 -
A trio of advisors leaves the wirehouse for the independent channel at Raymond James.
July 1 -
The wirehouse lured away a team that managed $750 million from Barclays, which recently announced a deal to sell its U.S. wealth management division to Stifel.
June 30 -
The wirehouses aren't fading yet, but many independents argue that these firms will need to change dramatically to retain market share.
June 30
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Two veteran advisors went independent with Dynasty, dwarfing the firm's previous recruits.
June 29 -
The bank's former head of branch banking and private banking now directs private wealth management, wealth planning, and trust and estate services as well as UnionBanc Investment Services and HighMark Capital Management.
June 29 -
Merrill Lynch lured back three advisors after seven years with rival UBS.
June 29 -
Leaving the wirehouses for independence can be worth it, but be prepared for the unexpected, advisors say.
June 29
