More Merrill Departures: Recruiting Roundup
Raymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth Financial.
HighTower Nabs $1B Breakaway Duo in New York: Recruiting Roundup
Meanwhile, RBC adds a pair from Merrill Lynch in Minneapolis with $1 million in yearly fees and commissions.
HighTower Adds $1B Team in Florida: Recruiting Roundup
The group is moving from Wells Fargo Private Bank; meanwhile Focus Financial says a partner firm has wrapped up a deal.
$500M Wells Fargo Team Moves to RBC Wealth: Recruiting Roundup
Meanwhile, both Merrill Lynch and HighTower Advisors announce new reps and executive appointments.
Recruiting Roundup: HighTower, Securities America Add Advisors
RDM Financial becomes HighTower partner with $700 million in assets; Felix Jones leaves Holmes Organization with $80 million.
Recruiting Roundup: UBS, Wells Fargo, Merrill Add Reps, Teams
Meanwhile, Raymond James announces its latest bank affiliate, and HighTower brings on a new wealth group.
Financial Advisors Don’t Care About Millennials, and the Feeling Is Mutual
They prefer their clients old and rich—but that can’t last long.
HighTower Adds $750M Team From Morgan Stanley
Meanwhile, Focus Financial brings in a $600 million group, and Merrill Lynch grabs a $160 million advisor.
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 Picks Up Ex-Merrill Institutional Team in Chicago
Raymond James adds independent RIA group, while HighTower brings on a former UBS group.