Financial institutions

The recruit had $1 million in annual production before leaving the wirehouse.

A financial planner left the wirehouse for the independent channel at Wells Fargo.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue the Next 50.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The group generated annual revenues of $3 million before making the move.

The recruits collectively had $1.7 million in annual revenue before making the move.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50.

The investment bank lands a six-member group to run a custody and emerging-market bond business within its wealth management unit.

The wirehouse's three newest recruits come from Credit Suisse.

The wirehouse said it recruited the advisors from Credit Suisse.

Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home.

The wirehouse pulled over four teams from Credit Suisse.

The breakaway launched a multi-generational firm that includes the planner's three daughters.

In one of the largest moves, the wirehouse picked up a team from Credit Suisse that generated $6.4 million in annual revenue and oversaw $610 million in client assets.