Focus Adds Wealth Group in Canada; United Capital Picks Up 2 Firms
Each firm acquires groups of advisors with more than $600 million in client assets.
HighTower Adds $750M Team From Morgan Stanley
Meanwhile, Focus Financial brings in a $600 million group, and Merrill Lynch grabs a $160 million advisor.
RIA Growth Secret: ‘Create a Story That Sells Itself’
Firms discuss how moving from the wirehouses to independence brought rapid growth.
First Allied to Partner With ‘Super-OSJ’
The Cetera broker-dealer will soon offer turnkey transition, marketing, recruiting and other services to advisors through Tambaro Financial Services.
Raymond James Adds $1.1M UBS Rep, Ex-RBC Team
Meanwhile, Focus Financial affiliate adds an advisor with some $200 million in assets.
Focus Adds $1.4B RIA in Chicago Area
Meanwhile, Securities America recruits three FAs, one from Wells Fargo and another from LPL Financial.
Focus, Dynasty Add Teams; Morgan Stanley Grabs 4 FAs With $660M
Boutique firms continue to attract registered reps, including some from the wirehouse firms.
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.