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Baird and McAdams Wright Ragen will combine offices in Portland, Ore., following Baird's recent acquisition of the Seattle-based broker-dealer.

Four advisors were lured away from UBS in a sweeping recruitment move by Wells Fargo Financial Network, while four other advisors joined Wells Fargo Advisors.

Morgan Stanley has lost a team that generated $3 million in annual revenue to Steward Partners Global Advisory, boosting the eight-month old independent firm's total recruited assets to more than $1 billion.

A complex manager at Merrill Lynch was promoted to market president at Bank of America.

Two UBS advisors managing more than $300 million in assets have joined Wells Fargo.

UBS' Barry Ringelheim has seen enormous changes in the industry during his 46-year career as a financial advisor. But he says earning clients' trust remains the foundation of the business.

For clients, is one type of firm, business model or fee structure better than another?

Five years later, Julius Baer's CEO makes his mark, turning Switzerland's third-largest wealth manager into a global business spanning Europe, Latin America, the Middle East and Asia.

A Stifel advisor team that managed almost $200 million in assets has left the firm to join Raymond James & Associates.

An advisor team managing more than $170 million in client assets has left UBS to join Stifel, Nicolaus.

UBS, Switzerland’s biggest bank, named former U.S. Senator George Mitchell chairman of a new advisory council for the firm’s business in the Americas.

The bank advisory association named Jeff Hartney as executive director, effective July 7, to replace Jim McNeil.

American Realty Capital Properties' Nicholas Schorsch will step down as CEO in October and be replaced by President David Kay as part of governance changes at the largest single-tenant landlord.

Dedicating enough time and conducting the proper amount of due diligence is the best way to ensure where you're going is a better fit than where you've been.

Mike Quimby will lead a team of more than 30 financial advisors and will help drive growth across the bank’s central region markets in six states.

The promotion is the latest step in the firm’s organizational expansion throughout Florida.

The bank has added two senior portfolio managers to its investment management team.

Industry changes mean branch managers risk more but earn less.

Tommy Boyd started his practice in 1984 in Selma, Ala. Three decades later Boyd is working with multiple generations of clients across several states.

Jason Stamm will lead a team of more than 350 investment, trust, private banking and financial planning professionals. He succeeds Mike Ott, who was recently named president of the business nationwide.