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.
Merrill Nabs $3.3B UBS Group in Chicago
It also picks up a UBS team in New York that manages $1 billion and has $7 million in yearly fees & commissions.
13 Best & Worst Broker-Dealers: Q1 Earnings, 2017
The first three months of the year have seen strong markets and corporate earnings that beat analysts' estimates.
UBS Launches Premium Credit Card to Attract Wealthy Clients
The firm hopes to boost its banking business with a luxury-themed concierge service and rewards program.
RBC Nabs $5.5M Morgan Stanley Team; Baird Adds $1.4M Group from UBS
Meanwhile, Raymond James and U.S. Trust share the names of their most recent hires.
UBS to Give Advisors BlackRock’s Aladdin Risk Tools
It also will share Solium Capital’s equity-compensation technology with a subgroup of its 7,000 reps.
RBC, Amerprise Add Wirehouse Reps: Recruiting Roundup
Meanwhile, Raymond James grabs a Morgan Stanley executive; CapTrust brings InTrust into its network.
Raymond James Taps Popular UBS Exec for Private Client Post
After Raymond James announced that Kim Jenson would be COO of the group, coming from UBS, fan mail poured in, group head Tash Elwyn said.
UBS Americas to Boost Product Sales as Recruiting Focus Fades
The group, which tops rivals with average fees and commissions, is shifting its strategy, says CFO Kirt Gardner.