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The three-advisor team generated more than $2 million in annual revenue before making the move.
February 19 -
The advisors collectively managed nearly $2 billion in assets.
February 19 -
A wealth manager, with $65 million in client assets before he left the regional broker-dealer, joined an independent firm affiliated with SagePoint Financial.
February 18
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Two former UBS advisors with over $120 million in client assets have signed on with Aegis Capital Group, an independent broker-dealer and RIA.
February 18 -
Regional broker-dealer Wunderlich Securities recruited two wirehouse advisors.
February 17 -
Advisor Billy Belcher joined the firm's independent broker-dealer.
February 13 -
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.
February 11
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Seeking to bolster its team after co-founder Bill Gross left last year, Pimco announced it hired Joachim Fels as global economic adviser.
February 11 -
Morgan Stanley lost an advisor producing $883,200 in annual revenue to Merrill Lynch.
February 10
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A former RBC team that managed $200 million in client assets has signed on with Raymond James' Los Angeles office.
February 9
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High-net-worth unit of one of industry's biggest bank programs gets new leader in Terry Jenkins.
February 9 -
The recruit takes on a new role as complex manager at the firms latest office in Birmingham, Ala.
February 6 -
New hire will split his time between two community banks that Wintrust's holding company owns in the greater Chicago area.
February 6 -
Two veteran wirehouse advisors joined regional broker-dealer Wunderlich.
February 6 -
Two UBS advisors managing $170 million in assets joined Baird.
February 5 -
The senior regional vice president will oversee new bank and credit union clients for Cetera in the eastern part of the U.S.
February 5 -
The former branch vice president will now serve high-net-worth clients at the banks Los Angeles office.
February 4 -
A Morgan Stanley advisor left the firm to join HighTower.
February 2
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Brendan Freeman was named regional wealth executive for Mid-America and will oversee Regions Private Wealth Management teams serving clients in nine states.
February 2 -
Recruiters see a banner year for advisor moves, likening the landscape to a seller's market.
February 1
