How Raymond James Grabbed a $2.9B Merrill Team
The long-time Merrill reps say they needed a flexible platform and low-cost funds to compete.
Recruiting Roundup: UBS Adds $2B Advisors as Merrill Picks Up $1B Reps
Meanwhile, Morgan Stanley and Raymond James share their recruiting news, and a group breaks away to work with Dynasty.
Recruiting Roundup: UBS Grabs 3 Reps, Raymond James Adds 2 Teams
Meanwhile, LPL Financial brings on a new group, which also is affiliating with one of its hybrid RIAs.
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.
Recruiting Roundup: Merrill Attracts $3.5B Group, as UBS Draws $1B Team
Meanwhile, Wells Fargo helps an ex-UBS group go independent, and Summit Trail gains a former-Barclays Wealth team
BofA, Wells Fargo Top Q3 Estimates
Wealth management results at the wirehouses, though, weaken along with the market's recent decline.
Financial Firms’ Q3 Earnings Seen Nearly Flat, at Best
As earnings season kicks off, analysts expect banks to report a rough third quarter, with one notable exception.
Recruiting Roundup: $3 Billion Merrill Team Goes Indie
The advisors form Corient Capital and partner with Dynasty Financial Partners in Southern California.
UBS Nabs $1.3B Merrill Team; Wells Fargo Grabs $1B Morgan Stanley Reps
Meanwhile, Raymond James recruits groups with more than $800 million in client assets to its employee channel.
Recruiting Roundup: Raymond James Nabs $550M Team From UBS
Meanwhile, U.S. Trust adds four advisors, and Cetera picks up Gough Financial as part of an OSJ.