Regional BDs

They all spent over a decade at their former firm.

The hires hail from Morgan Stanley and Wells Fargo.

The new hires were previously at Merrill Lynch, UBS, and BB&T.

With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.

The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.

The St. Louis-based firm claims its rival “instructs incoming recruits to compile client information from their former firm” as a matter of course.

The new recruits cited their new employer’s technology platform as motivation for making the career change.

The Minnesota-based Falldin-Mattson Group was previously at Morgan Stanley.

An all-woman team joined the firm in Miami while a branch manager is installed in a new Northern California office.

Three of the quartet join the South Dakota office, while the fourth is in Washington state.

Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.

The group had been at their previous firm for 14 years.

The new hire joins a fast-growing complex in Northern California.

They left Merrill Lynch and Wells Fargo to join their new firm.

The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.

The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.

Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.

The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.

They join a growing St. Louis branch that RBC opened in 2018.

Billion-dollar teams are voting with their feet. Here’s where they are going.