-
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
-
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
-
"LPL is a different place than when we started there 11 years ago," says CBD Wealth Management partner Robert Comeaux, Jr.
June 29 -
Over the past six months, three trends have emerged that make going independent increasingly attractive to these billion-dollar teams.
June 26
-
Pablo Sanchez will lead the bank's U.S. retail banking and wealth management business and have oversight responsibility for the same business in Canada. He joined HSBC from J.P. Morgan Chase.
June 25 -
Two advisors left the wirehouse to join the large regional brokerage, representing the latest in a recent string of mega teams that have switched firms.
June 24 -
Two brothers working for Merrill Lynch, where they had overseen $620 million in client assets before making the move, join the rival wirehouse.
June 24
-
Two recruits joined the regional brokerage from rivals Merrill Lynch and Wye Financial & Trust.
June 24 -
The bank's U.S. brokerage unit which focuses on ultrahigh-net-worth clients snags a new branch manager.
June 23
