Recruiting Roundup: Where Are the Credit Suisse Reps Going?
Many of these advisors decline to hook up with Wells Fargo and opt instead to join rival wirehouses.
Baird Nabs $1B Ex-Wells Fargo Group
SIx advisors come on board in Wichita, Kansas, with nearly $5.5 million in yearly fees and commissions.
Baird Adds Branch Manager From UBS, Advisor From Morgan Stanley
The employee-owned wealth firm added advisors in Maine and Ohio.
Baird Adds $350M Ex-Schwab Rep
Meanwhile, Raymond James and Ameriprise pick up teams from Morgan Stanley and Stifel.
Baird Adds Ex-UBS Team, Former Morgan Stanley FA in Texas
Meanwhile, Raymond James recruits five advisors to its financial institutions group.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
Raymond James Nabs $2.6M Ex-RBC Team
In addition, a former Merrill Lynch rep affiliates with LPL Financial, and Baird adds an ex-UBS team.
Morgan Stanley, Raymond James Add $1M-Plus Reps, Team
Baird hires a branch manager from Wells Fargo in Philadelphia.
Baird Adds UBS Branch Manager
The branch manager, Karen Heintz, oversaw 24 advisors with $3.1 billion in assets.
Baird Boosts Recruiting as Reps Boost Sales 12.5%
Milwaukee-based Baird now includes about 700 financial advisors, says Matthew Curley, national sales director and COO of Baird’s private-wealth management operations.