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The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.
July 25 -
The new recruits managed over $300 million in client assets.
July 25 -
Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.
July 24 -
The declining headcount comes even as the firm pulls in several big hires.
July 23 -
The wirehouse’s pipeline for incoming brokers is at a two-year high.
July 22 -
The hire comes about a week after the boutique wealth manager lost a similarly-sized team to rival Morgan Stanley.
July 22 -
James Gorman dismissed any speculation after the unit posted record revenue and pretax profit in the second quarter.
July 18 -
The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.
July 17 -
Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.
July 12 -
The wirehouse’s latest litigation suggests other everyday activities of defectors could come under scrutiny.
July 11