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The regional BD also recruited a complex manager from J.P. Morgan.
July 26
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The former wirehouse group, which specializes in retirement plan consulting and planning, worked mostly with institutional clients before making the move.
July 25
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The independent firm affiliated with Raymond James lured a wirehouse recruit with close to 20 years of experience.
July 25
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"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.
July 21
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The recruit spent two years researching the move before deciding to leave the wirehouse.
July 20
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Several of the largest moves this year show top talent is looking beyond traditional choices.
July 20
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The two ex-wirehouse advisers each had about 20 years of industry experience.
July 12
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The largest recruits managed more than $17 billion in client assets.
July 11
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Adviser recruiting was not expected to be affected, according to people with knowledge of the matter.
July 11
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The largest teams to go indie this year managed more than $5 billion in client assets.
July 7
