Recruiting

The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.

The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.

The new recruits are the latest to join the regional firm from Wells Fargo.

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.

The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.

The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.

The new hires join the regional BD from Baird.

The new recruit is focused on serving the Brazilian market, according to the firm.

Morgan's latest hires oversaw about $575 million, On Wall Street learns exclusively.

The growing independent firm has recruited five ex-wirehouse planners since the start of the year.

The 20-year veteran planner cites Raymond James' greater flexibility and marketing support.

Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.

Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.

The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.

Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.

The independent firm has recruited a number of wirehouse brokers and grown to $3 billion in client assets, according to the company.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

The six-member team serves ultrahigh-net-worth investors and families.

The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.