Morgan Stanley Picks Up Ex-Merrill Institutional Team in Chicago
Raymond James adds independent RIA group, while HighTower brings on a former UBS group.
Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill
RJ adds advisors from largest credit union in Oregon, while Wells Fargo adds reps in Connecticut and Texas. Towle, formerly of HighTower, joins Merrill.
HighTower Gives Advisors Envestnet Retirement Tool
The partnership aims to boost the retirement plan business of its independent advisors.
Morgan Stanley, Raymond James Add $1M-Plus Reps, Team
Baird hires a branch manager from Wells Fargo in Philadelphia.
Wells Fargo, Raymond James Recruit Teams; LPL Adds 13 Reps
Plus, HighTower and NFP add separate retirement plan groups to their operations as partners.
HighTower Network Gets Gryphon Financial From Morgan Stanley
Gryphon Partners, with $600 million in AUM, becomes HighTower's third Network team.
HighTower, UBS Veteran Join in New York Partnership
MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.
HighTower Grabs $1 Billion Credit Suisse Team
Matt Dillig and Ted Bowen had worked for Credit Suisse since 2008 and previously were part of Merrill Lynch’s Private Banking and Investment Group.
HighTower’s Weissbluth, IA 25 Honoree, Touted on CNBC
Investment Advisor magazine’s IA 25 honoree, HighTower Advisors CEO Elliot Weissbluth, celebrated his selection on CNBC’s “Squawk on the Street” program.
Another Breakaway Merrill Advisor Heads to HighTower
Mike Papedis of HighTower’s business development unit says the addition of Charles Holt to the Pagnato-Karp Group shows how compelling the RIA business model is to individual advisors.