Sontag Joins Board of Focus Financial; Bruton In as Lucia Capital CEO
These growing firms aim to add more advisors — and business — from the wirehouses, as well as from independent firms.
30-Year Merrill Veteran Dupuy to Lead Focus Financial's Indie Transition Team
Focus Financial Partners announced Thursday that it has tapped Merrill Lynch veteran Chris Dupuy as co-president of Focus Connections.
HighTower, Focus Add Wirehouse Advisors
Raymond James, Commonwealth and Wells Fargo also recruit reps from rivals.
Focus Adds Former FiNet Team, Lebenthal Brings on Morgan Stanley Group
Meanwhile, Securities America picks up a Wells Fargo rep, and United Planners says it had a banner year in 2013.
Raymond James Grabs $4.2M Advisors; Morgan Stanley Adds $4.5M Teams
Focus Financial and Advisor Center also share the names of independent advisors they've helped switch affiliation.
UBS, Raymond James Grab $2M Teams From Rivals
Meanwhile, Sapient recruits a rep from RBC in Oregon, a new RIA opens its doors in Minnesota, and an ex-Ameriprise group joins LPL.
Securities America Rolls Out ‘Breakaway’ Model to Lure Wirehouse Reps
Reps can join it as independent contractors but work in a branch office.
Focus Draws $1B UBS Breakaway Team
Raymond James tweets its recruiting news, as Morgan Stanley and UBS share their latest advisor deals.
Breakaway Brokers Move to Focus, Raymond James, Others
In addition to ex-wirehouse advisors, independent broker-dealers, RIAs and wealth management firms are expanding with "tuck-in" deals.
Focus Financial Signs $550M Credit Deal
The advisor rollup firm plans to use the funds to expand via more M&As this year.