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Deutsche Bank hired James Dilworth, chief executive officer of Allianz Global Investors Europe, to lead management of active assets.

Baird has appointed a director for its Houston market and has picked up another advisor with $350 million in client assets.

A veteran advisor has left Morgan Stanley for a Chicago-based boutique investment firm where he will oversee $300 million in client assets.

Securities America will acquire assets of a Missouri-based full-service broker-dealer with 368 advisors and $2.4 billion in client assets.

Raymond James has lured away two advisors managing $100 million in client assets from UBS.

Founders of IHT Management hope to create a wirehouse-like alternative to lure other advisors.

J.P. Morgan enticed advisors from competitors, including Morgan Stanley, Merrill Lynch and Wells Fargo, in a half dozen markets to fuel its nationwide expansion of wealth management.

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.