Recruiting

Recruits from Morgan Stanley and RBC joined the independent firm affiliated with Raymond James.

The new recruit joins the regional BD from Hilliard Lyons.

Growing RIA now has over $3 billion in assets as footprint expands.

One of the bank's new recruits comes from the wirehouse's elite Private Banking & Investment Group, which serves ultrawealthy clients.

One of the new recruits says his group was attracted to the firm's platform and culture.

The spat between the firms started when the regional BD recruited a group of advisers who collectively oversaw about $1.1 billion in client assets.

The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.

The new recruit, who started with the wirehouse's predecessor firm Smith Barney, has been in the industry since the late 1990s.

One of the recruits has more than two decades of experience.

The group is led by a veteran adviser who started her career in the late 1980s.

The recruit leaves a team led by a past On Wall Street Top 40 Under 40 adviser.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.

Both recruits have more than two decades of experience.

The biggest advisers to go it alone this year managed over $13 billion in client assets.

The new hires opened two offices for the regional BD.

The fast-growing firm has recruited 25 advisers this year, and is affiliated with Raymond James.

Collectively, this year’s mega movers managed more than $23 billion in client assets.

The group of industry veterans had $1.7 million in annual production, according to the regional BD.

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