RBC Adds $350M Merrill Team, $125M Morgan Stanley FA: Recruiting Roundup
Meanwhile, wirehouse reps depart for Baird, Ameriprise and Arkadios Capital; Royal Alliance and CAPTRUST attract large groups.
Raymond James, RBC Add Advisors, Exec From Wells Fargo: Recruiting Roundup
Wells Fargo Advisors says it lost over 3% of its FAs over the past 12 months and 1% in the last quarter.
RBC Wealth Taps Morgan Stanley Exec to Lead Chicago Complex
Meanwhile, it adds a $1 million Baird advisor in Oregon and a $1.4 million wirehouse rep in Texas.
RBC Nabs $5.5M Morgan Stanley Team; Baird Adds $1.4M Group from UBS
Meanwhile, Raymond James and U.S. Trust share the names of their most recent hires.
Wells Fargo Advisors Wins $23M in Baird Raiding Case
"Raiding is brought up when firms feel they are being specifically targeted by competitors," recruiter Jon Henschen says.
Wirehouses Reps Move to Baird, RBC: Recruiting Roundup
Meanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge.
Baird, RBC Wealth Add Advisors From Wells Fargo: Recruiting Roundup
Meanwhile, Raymond James picks up a $1.5 million team from UBS in St. Louis.
Baird's Mike Schroeder: Partnership Has Its Benefits
The president of Baird Private Wealth Management says the firm's employee ownership has opened a world of advantages.
Recruiting Roundup: Raymond James Adds Merrill, Stifel Teams
The IBD picks up groups across the U.S. with more than $2.3 billion in total client assets.
14 Midmarket BDs Form New Lobbying Group
Raymond James, Baird, Stifel and other members want to promote middle-market, regional firms through the American Securities Association.