Regional banks

The trio collectively supervised about 200 advisors who oversaw more than $17 billion in client assets for UBS and Wells Fargo.

Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance.

Learn how these leaders are focused on growing the advisor ranks and helping them build bigger businesses.

This year's elite leaders, nominated by their staffs and selected by a panel of judges, reveal their strategies for helping advisors and boosting AUM.

Management is pushing advisors in new directions, implementing more behavioral bonuses and restricting payouts on small household accounts.

The new recruits generated an estimated $1.4 million in combined annual revenue while at Merrill Lynch.

Two wirehouse advisors who oversaw $140 million in assets joined the super regional's employee advisory ranks.

Advisors should understand the personality styles of their branch managers for financial success, job satisfaction and comfort within their own firm.

A D.A. Davidson advisor is inspired by his father to join the wealth management business.

Collectively, the new recruits from Wells Fargo, Morgan Stanley and A.G. Edwards managed a total of $600 million in assets before joining the firm.

These leaders are finding it more difficult to keep a balance between advisors and their firms.

After 20 years with UBS, the nearly 40-year industry veteran will now head a Baird branch in the Midwest.

The group was responsible for about $425 million in client assets.

Better technology, cultural differences and bigger deals have enabled regional firms to recruit more competitively and keep up the momentum.

The company's Private Client Group reported a 2% decline in quarterly profits as the firm continued to ramp up its advisor recruiting.

Recruits from Edward Jones, Morgan Stanley and Barclays leave for the wirehouse.

The firm's wealth management division also reported that pretax operating earnings rose 16% from a year ago.

Both wealth managers, who left UBS, also had a combined $289 million in client assets before making the move, RBC said.

One of the advisors managed about $200 million in client assets while working for the wirehouse. The other joins a $500 million team at Janney, the firm said.

Three wirehouse advisors joined RBC to open a new branch office.