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The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.
December 27 -
The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.
December 22 -
The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20 -
The new hires opened two offices for the regional BD.
December 19 -
Collectively, this year’s mega movers managed more than $23 billion in client assets.
December 15 -
The group of industry veterans had $1.7 million in annual production, according to the regional BD.
December 15 -
The regional firm's new hires generated $2.2 million in annual revenues, according to RBC.
December 12 -
The new recruit generated $1 million in annual revenue.
December 9 -
Exclusive: The regional firm picked up two groups of recruits from Wells Fargo and Merrill Lynch.
December 8 -
Stephens recruited an executive with more than 30 years experience, whose career includes stops at Wells Fargo, Credit Suisse, Lehman Brothers, PaineWebber and Merrill Lynch.
December 7