Wirehouses

Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla.

Raymond James & Associates lured away one advisor who generated $2 million in production.

The wirehouse is set to increase deferred comp for its advisors in 2015.

Janet Robinson is the first woman to join the 8-member board of the independent firm founded by wirehouse managers and affiliated with Raymond James Financial Services.

Worries about a tidal wave of retiring advisors may be overblown, say some wealth management executives.

The St. Louis-based firm said that Reed, Gates, Strait Wealth Management Group has joined the company with an office in Lexington, Ky.

RBC enticed away a Merrill Lynch team managing $103 million in assets.

Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.

Washington Wealth Management lured away an advisor managing $100 million in assets and who had been at the wirehouse for three decades.

RBC Wealth Management lured away a wirehouse advisor managing $116 million in assets from Wells Fargo Advisors.

Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays.

Lebenthal Wealth Advisors has recruited a former wirehouse branch manager and two independent advisors to fulfill its growth plans.

Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.

Profits are up at wealth management firms, and executives are taking stock of their priorities and goals.

The changing nature of retirement for clients is an opportunity for firms. "They’re still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice."

Keith Banks, president of U.S. Trust, is searching for new talent in a unique place: within his own firm.

In an exclusive set of interviews with On Wall Street, the industry's leading executives talk about how clients' needs are changing, technology is evolving and how firms can keep growing the bottom line.

Mary Mack is not only president of Wells Fargo Advisors, she’s a client too. In an exclusive interview with On Wall Street, Mack talks about what it’s like being a Wells Fargo client, the direction of her firm and the changing landscape for advisors.

Janney Montgomery Scott lured away a husband-wife team from Wells Fargo Advisors.

FINRA promotes Richard W. Berry to lead its arbitration unit.