Regional banks

A new North Carolina office helps spur the firm’s push into Southeastern markets.

Five advisors with a combined $500 million in assets have joined Baird from Morgan Stanley and Wells Fargo.

Almost a year after Raymond James purchased Morgan Keegan, the integration has passed its last major milestone, which means the end of the venerable Morgan Keegan brand. The final integration will make Raymond James one of the largest brokerage firms behind the four wirehouses with almost 6,300 advisors in its brokerage, roughly 900 of whom come from Morgan Keegan.

Merrill Lynch Wealth Management has lured five advisors with $619 million in assets and about $2.9 million in production in its latest move in the hunt for advisory talent.

This year’s top three regional advisors have risen through the ranks through a combination of ambition and diligence. Check out who made the list and what has inspired them.

The regional firm expanded its presence in North Carolina with a new office and a $165 million team from Merrill Lynch.

Raymond James Financial plans to drop Morgan Keegan from the name of its fixed income arm later this month.

Two former Wells Fargo advisors have joined Baird to help open a new office Merritt Island, Fla.

The firm added six advisors and opened a new office in Melbourne, Fla.

The boutique wealth management firm has nabbed three advisors with over $400 million in client AUM.

Since its last major recruiting announcement in November, the firm has extended the reach of its boutique operation with a new office in Beverly Hills, Calif., and a number of new hires in key metropolitan areas nationally.

The firm continues to move past some of the drags on its revenue including a cease and desist order at the banking subsidiary and some challenging economic and recruiting conditions

The firm is revving up its recruiting efforts as it eyes a growing market.

The firm has picked up a 26-year industry veteran to help grow its practice in Florida.

The Naples office of The Private Client Reserve is expanding its services, adding new advisors and relocating to a larger office space in the upscale neighborhood of Mercato.

Stifel Financial Corp. Chief Executive Officer Ron Kruszewski paused in mid-sentence and asked an employee for the list, a chart showing in red which of the St. Louis-based firm’s rivals have closed or sold out...

Firms are partnering with their advisors to help mid-market business owner clients retire.

In the fourth quarter, fees and commissions from trust services generated $22.0 million, a 23% increase from $17.9 million a year earlier.

For RBC Wealth advisor Samir Murty, number 15 on the Top 40 Under 40 list, providing personal advice requires both an understanding of the numbers and effective communication.

The firm has recruited two large wirehouse teams to open a new office in Stuart, Fla.