Regional BDs

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.

The advisors defected from rivals UBS and Merrill Lynch.

One of the new hires had been with the wirehouse since starting his career there 22 years ago.

The advisors had been with their former employer for 11 years.

Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents

One team is among the top producers in their region, and the other spent more than two years assessing potential employers.

The advisors had logged seven years at their former wirehouse.

One defecting advisor says she was lured by better technology and because at her new employer, “It’s about the people and not just the numbers.”

“We didn’t need to physically travel to see that RBC was the ideal place to move our practice,” ex-UBS advisor says.

Grid stretches, small account policy changes — it’s a lot to keep track of. On Wall Street’s annual compensation report is here to help.

On Wall Street’s analysis of base compensation at wirehouses as well as national and regional broker-dealers.