Raymond James, RBC Add Advisors, Exec From Wells Fargo: Recruiting Roundup
Wells Fargo Advisors says it lost over 3% of its FAs over the past 12 months and 1% in the last quarter.
Dynasty Nabs $1B Breakaway Team From Merrill: Recruiting Roundup
Meanwhile, UBS brings on two teams with a total of $975 million in assets from Merrill's Thundering Herd.
Raymond James Trims Comp Grid for Employee Reps
The cuts will range from 1% to 4% depending on production of reps.
Raymond James Adds $1B RIA Partner in Texas: Recruiting Roundup
Meanwhile, First Republic Bank brings on two wealth teams from UBS and Merrill Lynch in the Golden State.
Raymond James' Experienced Empathizer
Veteran employee advisor Shelly Church relies on her professional and personal experience to guide clients, meet their financial-planning needs and support her community.
Best & Worst BDs for Advisors: J.D. Power — 2017
Satisfaction among employee and independent advisors is down, and that means lots of reps could be on the move, the research finds.
$3.5B UBS Group Jumps to Raymond James in Hawaii: Recruiting Roundup
Meanwhile, Ameriprise adds three Morgan Stanley reps; ACG Wealth taps a Fidelity exec to help grow the $1.8 billion RIA.
$2.5M Wells Fargo Team Goes Indie With Raymond James
The group has $500 million in assets; it includes twin brothers, Scott and Gregg Powers, who have worked together since 1992.
Raymond James, Dynasty Add Big Wirehouse Teams: Recruiting Roundup
Meanwhile, Cetera attracts a group with 55 indie advisors in Southern California.
Ameriprise Adds 15 Reps From Wells Fargo FiNet: Recruiting Roundup
Meanwhile, FiNet, Raymond James, Merrill Lynch and S2K Financial share details on their latest recruits.