Morgan Stanley, Raymond James Name Regional Heads
Meanwhile, Merrill Lynch and Wells Fargo’s independent-advisor unit share their latest recruiting news
Wells’ FiNet, Morgan Stanley Nab 7 Merrill Reps
Plus, EP Wealth Advisors gains advisors from Schwab and Bernstein for its Southern California operations.
Wells’ FiNet Adds Teams From Morgan Stanley, UBS & Chase
The newly independent financial advisors are coming to Wells Fargo's Financial Network with a total of nearly $675 million in assets.
Raymond James, Wells Fargo Grab Morgan Stanley Teams
Wells’ FiNet also adds a team from Citizens Bank, as MSSB sees an IT exec depart, as well.
New Hire Roundup: Christian Named FiNet President
This week in new hires, Kent Christian was named the new president of FiNet; BlackRock named Mark Howard-Johnson head of global real estate securities management; and Ross Hikida became a member of AARM Corp.’s board.
FiNet Chief Outlines Growth Drivers
John Peluso, president of Wells Fargo Advisors Financial Network, says the independent channel of Wells Fargo had a very good 2011, and he expects the group to have an even better 2012.
Wells Fargo’s FiNet Boosts Bonus to Spur Advisor Growth
According to FiNet President John Peluso, three in 10 advisors are exploring independence today versus one in 10 in the past.