Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
Recruiting Roundup: Raymond James Nabs Two Morgan Stanley Teams
Two hybrid RIAs announce merger plans, as US Trust, Merrill, Ameriprise and other firms share their latest recruiting news.
$550M Merrill Team Goes Indie With Dynasty in Florida
Also, Raymond James and Wells Fargo add several Morgan Stanley reps; Pavilion Financial to buy Jeffrey Slocum & Associates.
$2.2B Morgan Stanley Group Leaves to Form RIA
The Wichita, Kansas, firm will serve about 900 families in Kansas and work with Pershing Advisor Solutions.
Recruiting Roundup: Pensionmark Draws $1B Group to Network
Other advisor teams and registered reps move to affiliate with NPC, Securities America and Capital One.
Wells Fargo Advisors Adds $700M JPMorgan Duo in Tulsa
The bank's retail brokerage also says it has recruited a $100 million Morgan Stanley rep in Southern California.
RBC Nabs Billion-Dollar Morgan Stanley Group in Texas
The news comes one week after RBC recruited an advisor in Houston from Wells Fargo.
Morgan Stanley Group Breaks Away to Partner With Rival
Six veteran reps left the wirehouse to own their practice and affiliate with Wells Fargo FiNet.
Recruiting Roundup: Dynasty Nabs Wirehouse Exec to Head Investments
In other news, Wells Fargo recruits an advisor from a rival firm, but loses one to boutique group.
12 Best & Worst Broker-Dealers: Q2 Earnings, 2016
Like in Q1, profits for financial firms generally moved in the same direction, with one exception.