Content classifications

Wealth managers from separate teams moved to the wirehouse.

Management roles at the wirehouse have shifted following the announced departure of a key executive.

Two groups representing five advisors left Morgan Stanley to join RBC.

Frank Epinger will oversee the firm's downtown Los Angeles, Century City, Newport Beach and Santa Barbara offices.

In a rare independent-to-employee move, four independent advisors joined the employee channel of Raymond James.

Arthur Tambaro thought his career was over just a year ago. But his latest move makes sense in his career path, he says.

Citi Private Wealth advisor Bernard Reina used to be reluctant to join a team, but after his hand was forced he's now a major advocate.

The two new hires managed about $210 million in client assets while at Morgan Stanley.

Three former Ameriprise advisors will sign on with the employee advisory channel at Raymond James.

The former wirehouse group is larger than Dynasty's biggest recruiting grab in 2014.

Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager.

McCulley’s exit further reduces the ranks of Gross loyalists in the wake of his abrupt departure Sept. 26 to manage a small fund at Janus Capital Group Inc. Pimco’s new management and investment team are seeking to reassure clients after a year of record redemptions and co-chief investment officers Gross and Mohamed El-Erian left.

What advisors should know about setting up an independent practice.

The three-advisor team generated more than $2 million in annual revenue before making the move.

The advisors collectively managed nearly $2 billion in assets.

A wealth manager, with $65 million in client assets before he left the regional broker-dealer, joined an independent firm affiliated with SagePoint Financial.

Two former UBS advisors with over $120 million in client assets have signed on with Aegis Capital Group, an independent broker-dealer and RIA.

Regional broker-dealer Wunderlich Securities recruited two wirehouse advisors.

Advisor Billy Belcher joined the firm's independent broker-dealer.

Advisors generating $5.8 million in annual revenue left Morgan Stanley for Merrill. The team is led by the No. 7 advisor on On Wall Street's Top 40 Under 40 ranking.