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The wirehouse recruited advisors from rivals Merrill Lynch and UBS.
December 19 -
Merrill's newest recruit managed more than $185 million in client assets while at UBS.
December 19 -
Janus shares surged 43% on Sept. 26, their biggest one-day gain ever, after it announced that Bill Gross would join the firm from Pimco. Hiring Gross was the boldest step yet in an almost five-year effort by Richard M. Weil to attract new money and change the public perception of Janus, a firm still known primarily for its growth-equity funds.
December 19 -
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting.
December 19 -
The industry saw Bill Gross attracting $769 million to Janus, the global ETP market breaking an asset record, a prediction on how much of 401(k) contributions that target-date funds will capture by the end of the decade and a J.P. Morgan executive joining Wilton, Conn.,-based Commonfund as CEO.
December 18 -
Raymond James' independent broker dealer lured away two advisors producing $1.85 million from Morgan Stanley.
December 17 -
JPMorgan Chases asset-management unit promoted Robert Stark to head of strategic relationships, replacing Lee Beck, who left for BlackRock last month.
December 17 -
Well Fargo Private Bank in San Francisco has named Erik Davidson as chief investment officer.
December 16 -
An advisor joined BB&T Scott & Stringfellow to become the firm's latest wirehouse recruit.
December 16 -
With nearly 16,000 firms managing $2.4 trillion in assets, Cerulli predicts the RIA industry will capture 28% of retail investor assets by 2018.
December 16 -
Raymond James & Associates lured away a wirehouse team with $116 million in AUM.
December 16 -
The wirehouse named former football pro and advisor William Thomas to head the firm's San Francisco complex.
December 15 -
RCS Executive Chairman Nicholas Schorsch and two other top executives resigned from American Realty Capital Properties.
December 15 -
A Wells Fargo team left the wirehouse to join Raymond James & Associates.
December 15 -
An advisor managing $181 million in assets left Morgan Stanley for the Swiss firm.
December 11 -
Lebenthal picked up an RIA that oversees $250 million in assets, as well as a team of two advisors in New York.
December 10 -
Mega teams spend months, sometimes years, in the effort to find a new home and transition their oversized books.
December 10 -
Mark Evans will provide investment advice to clients of Ascent Private Capital Management. He is the second managing director of investments to join Ascent's Minneapolis office.
December 10 -
Raymond James & Associates recruited an advisor managing more than $191 million in assets from regional rival Stifel.
December 9 -
The wirehouse brought over five advisors from UBS and Citi Personal Wealth Management.
December 8







