Wirehouses

The wirehouse veterans left to join Raymond James' employee channel.

The group made the move over to the employee side of Wells Fargo.

Naureen Hassan, who oversaw Charles Schwab's Intelligent Portfolios Service, will lead Morgan Stanley's strategy for digital tools and platforms.

If advisors answer these 4 questions correctly, they’ll be in good shape to start an independent firm, says Fidelity’s Bob Oros.

Former Merrill Lynch advisors launch a new office with IHT Wealth Management.

With regulatory scrutiny on the rise, Ann Limberg, U.S. Trust's head of philanthropic solutions and the family office, discusses her firm's approach to clients' charitable giving.

The ex-Edward Jones advisor previously oversaw more than $100 million in client assets, according to Baird.

The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily.

Contributed articles and social media posts on specific ideas can separate planners from the rest of the pack.

The prescription for holding on to top talent at the major brokerages starts with compensation, writes recruiter Mark Elzweig.

The bank's cross-selling ratio has begun to sputter, raising questions about whether its aggressive sales approach is starting to chase off too many customers. The problem is more than Wells Fargo's, too, since so many banks have sought to imitate its strategy for selling each customer multiple products.

The firm has had "significant expansion" with fast-growing teams in Chicago and St. Louis, which it expects to continue.

RBC's newest recruits generated $1.8 million in annual production, the firm said.

Merrill Lynch hired Fabio Concesi as an international wealth strategist. Concesi previously worked at Citibank.

The call for nominations has been extended for On Wall Street's 9th annual Branch Manager Awards.

CEO James Gorman unveiled a new cost cutting program that could shave off at least $1 billion in costs companywide by next year.

Merrill Lynch reported that fourth quarter revenue had fallen due to market impacts on both fee-based and transactional revenue.

The independent firm founded by several former wirehouse managers picked up two recruits who generated $1.5 million in annual production.

The number of financial advisors at Wells Fargo slipped below 15,000.

The new recruits formed a new team after leaving Wells Fargo and Davenport & Company.