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The departure comes as the British firm prepares to transition its advisors over to Stifel, which is acquiring Barclays wealth management operations.
July 23 -
A $1.6 million producer left J.P. Morgan to rejoin the Canadian bank's U.S. brokerage.
July 23 -
The firm reported solid growth and record advisor productivity in its wealth management business.
July 23 -
Recruiting stayed strong as Raymond James reported a 6% increase in quarterly profits for its wealth management unit year over year.
July 23 -
The top rankings change considerably when the B-D networks are considered as single operations. Here's an all new top 10 list.
July 22 -
The bank generated $97 million in second-quarter revenue from its brokerage, trust and insurance operations, up 7.8% year-over-year.
July 22 -
Established wirehouse advisors have more choices than ever before, but these mistakes can abort potentially lucrative new relationships before they even get off the ground.
July 21 -
The wirehouse picked up three advisors from rivals Morgan Stanley and UBS.
July 21 -
Three recruits from the wirehouses join the hybrid RIA Washington Wealth.
July 21 -
James Simons, who founded Renaissance Technologies, hired Ashvin Chhabra to run his family office, leading to a shift in executive roles at Bank of America Merrill Lynch.
July 21 -
The advisor agreed to a lifetime bar from the industry after a hacker who impersonated a client persuaded him to illegally transfer $160,000 of client funds.
July 21 -
Holding special events and activities for clients can strengthen relationships with wealthy individuals in your business, as long as advisors keep within compliance.
July 21 -
Banking products and lending services helped boost the firm's bottom line even as advisor headcount continued to fall.
July 20 -
Will the trickle of advisors leaving Barclays for rival firms turn into a flood?
July 20 -
The advisor managed nearly half a billion dollars in client assets while at Barclays.
July 17 -
With the addition of the new recruits, Faubourg Private Wealth Advisors now has seven former J.P. Morgan advisors.
July 16 -
The advisors managed a combined $278 million in client assets.
July 16 -
Even as a first step for clients seeking information on advisors, BrokerCheck is under scrutiny by advocacy groups.
July 16 -
Regulators have cracked down on LPL advisors in Massachusetts for using terms like "Retirement Specialist" and "Retirement Income Planning Specialist" -- while its planners use them elsewhere.
July 16 -
Two UBS advisors left the Swiss-owned wirehouse to rejoin Merrill Lynch.
July 16





