$3B Team Joins Wave of Reps Saying No to Stifel
The five advisors, who are going independent with Dynasty, are the latest to leave Barclays since Stifel said it would acquire the firm's wealth unit.
New Hire Roundup: Merrill Adds Teams From Barclays, UBS
In addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
Dynasty Adds $3B Ex-Deutsche Team
The San Francisco-based group comes on board as an RIA serving entrepreneurs in Silicon Valley.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
Meanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
Focus, Dynasty Add Teams; Morgan Stanley Grabs 4 FAs With $660M
Boutique firms continue to attract registered reps, including some from the wirehouse firms.
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
New Hire Roundup: Morgan Stanley Names 3 Wealth Management Chiefs
Dynasty launches Concentus Wealth Advisors; Jeff Thomas joins Nasdaq Private Market.
New Hire Roundup: Cetera Names New CIO
Meanwhile, Dynasty Financial Partners welcomed Ron Sallet, Morrison & Foerster added Charles Duross, and Fusion Family Wealth added Fred Gold.
$900M UBS Group Moves to Dynasty; LPL Team Jumps to Raymond James
The New York-based team going independent includes four former wirehouse advisors, while the LPL group has three reps at $310 million in assets.