LPL Adds Teams From Morgan Stanley, Lincoln; Merrill Grabs Ex-UBS Duo
The indie broker-dealer should bring in about $600 million in new assets and the wirehouse about $300 million.
Merrill, Securities America & Commonwealth Add Reps From Rivals
Meanwhile, Focus Financial shares news about its recent executive recruiting.
Merrill Boosts Retirement Focus, Promotes 2 Managers
A new group, led by Kirsten Hill and reporting to David Tyrie, aims to enhance Merrill Clear.
BofA Misses Q1 Estimates; Wealth Profits Fall 11%
Merrill Lynch boosts its advisor force and faces higher compensation and related costs.
Merrill Rehires Branch Manager From Morgan Stanley
Michael Casey returns to the Thundering Herd after six years at rival wirehouses.
Merrill Adds Janney Advisor, Ameriprise Picks Up 3 Reps
The advisors come on board the two firms in Pennsylvania, Texas, Florida and New York.
Merrill Grabs $3.1M Team From UBS in Palm Beach
The veteran group includes four advisors with about $500 million in client assets.
Raymond James Adds 6 From LPL; Wells Fargo Grabs 5 From Morgan Stanley
Meanwhile, Merrill Lynch recruits a UBS team as wirehouse retention deals expire.
Best Social Media Approach Is a Flexible One: SIFMA Panel
At a SIFMA event, reps from several broker-dealers share how they target specific clients and broadly reach out to prospects.
Financial Industry Not Doing Great Job on Social Media: Twitter Exec
At SIFMA event, experts point to ways advisors and broker-dealers can embrace mobile communications.