Economy

In an effort to expand its presence in northern New Jersey, RBC Wealth Management has added the Levy Tebeleff Group, formerly of Morgan Stanley, to its Parsippany office.

Michael Brannam and Patrick Brannam will join the firm’s Jacksonville, Fla., branch, where they will be equal partners of Brannan Wealth Management of Raymond James.

Merrill Lynch Wealth Management hauled in four advisors with $434 million in assets from Morgan Stanley.

The Milford, Mass.-based bank was drawn to Infinex’s technology and lead generation process.

FINRA has delayed consideration of a highly contentious proposed rule on recruitment compensation disclosure.

Baird has been on a hiring spree in an attempt to bolster the retirement planning services it offers to oil and gas industry professionals in Texas.

A Philadelphia district court handed down a $100,000 fine and six-month prison sentence for allegedly unlawful trades.

St. Louis-based Buckingham Asset Management has added JWA Financial Group of Dallas in its latest acquisition.

When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.

While a new report on multifamily offices finds big growth industrywide -- nearly 10% asset growth in 2011, the last year cited -- family office executives said a "primary growth constraint" was the ability to hire dedicated business development professionals.

A trio of advisors from Wells Fargo, RBC and Morgan Stanley have joined Stifel.

Just days after luring another Morgan Stanley advisor, Stifel announced the hiring of longtime Morgan Stanley veteran Richard Linnihan.

Timothy Throckmorton will oversee and help grow the personal trust and estate administration business.

Wedbush picked up a legacy Morgan Keegan advisor in Texas.

The companies announced an agreement to merge Acacia into Stifel Bank and Trust, the investment bank and brokerage's $3.9 billion-asset bank. The terms were not disclosed.

To continue its expansion in Atlanta, United Capital announced Monday it bought the majority of the assets of Atlanta-based PPA Advisors.

For families with a special-needs child, advisors must employ a variety of tactics.

The nation’s largest independent broker-dealer is partnering up to enhance its recently launched online retirement planning services platform.

Once lost, a reputation is hard to regain, and it’s costing financial services companies hundreds of millions in sales.

Industry veteran Steve Dunlap, who previously held two top jobs at Bank of New York Mellon, is joining Cetera Financial Group as executive vice president, wealth management.