Content classifications

Two advisors with $80 million in AUM leave Wells Fargo for RBC Wealth Management.

Chad Ragland decided to go into the Army during the Vietnam War instead of teaching English in Tahiti with the Peace Corps (an option that was open). And he's never regretted it.

Female executives from U.S. Trust and Goldman Sachs join New York-based Dynasty Financial Partners.

Schorsch makes big changes to the firm's executive team with a new CEO as well as the hiring of longtime LPL exec Bill Dwyer.

Barclays hired Akshaya Bhargava as chief executive officer of its wealth and investment management business to replace Peter Horrell, who stepped down.

Since taking over in 2010, Moynihan has been negotiator-in-chief. Now he faces an equally daunting challenge: nudging the nation’s second-largest bank back to growth.

Darrel Hackett will be responsible for BMO Financial Group's personal wealth management businesses throughout the United States.

Two former advisors from Fifth Third Private Bank are joining LPL's broker-dealer and custodial platforms as an independent hybrid firm, StreamSong Advisors.

Morgan Stanley hired a team with $4.5 billion in AUM – the second multi-billion-dollar team plucked from Merrill Lynch this month.

Washington Wealth crests $1 billion in AUM by adding Martucci Adams Wealth Advisors of Salt Lake City.

Wells Fargo continues recruiting from UBS, hiring advisors with a combined $410 million in AUM.

A veteran Merrill Lynch advisor with $1.5 million in production joins RBC Wealth Management.

Independent Financial Partners, an LPL firm, tapped a financial services veteran to recruit advisors from the wirehouse channel.

Janney Montgomery Scott replaces wealth management products chief David Penn, as he steps down to become a financial advisor.

A Merrill Lynch advisor managing $230 million in assets has left the wirehouse to join RBC Wealth Management.

Wirehouse advisors managing more than $1.1 billion in assets have moved over to Wells Fargo.

BB&T is back in the business of buying banks for the first time in several years, even though most of its peers think regulators are opposed to big-bank M&A. BB&T's investments in compliance improvements make its executives feel confident about getting new deals done, CEO Kelly King says.

In a two-week period, Ameriprise has recruited five advisors managing more than $600 million.

Deutsche Asset & Wealth Management recruited a private banker and managing director from J.P. Morgan to open a new office in Dallas.

Baird picked up a branch manager from Wells Fargo and a regional advisor managing about $150 million in assets.