Wells Adds 3 Teams with $4.5M as Rivals Nab Reps
Wirehouses are grabbing groups of advisors nationwide, and independent firms are acquiring new assets in Illinois.
Investing During the Shutdown: Welcome to the ‘Land of Oz’
Washington has become the "Land of Oz run by the Munchkins," Citigroup’s Buiter says. Here’s what the shutdown could mean for your clients.
Janney Recruits Morgan Stanley FA in Delaware
The advisor, who also worked for Wheat First Butcher Singer, is expected to come on board with close to $80 milion in client assets.
Janney Recruits Ex-Morgan Stanley, Raymond James FAs
The two advisors come on board in Florida and New Jersey with about $90 million in client assets.
Raymond James, Janney Nab More Wirehouse Reps
There's some debate, however, as to what's driving the latest movement out of the wirehouses and its significance, experts say.
Morgan Stanley Nabs Wells, UBS Reps
Meanwhile, Janney recruits a team from Stephens in Columbia, S.C.
Recruiting Roundup: Morgan Stanley, Janney Lure Reps
UBS and Baird also report their latest advisor recruiting news.
New Hire Roundup: Senate Finance Names Getz Tax Counsel
This week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel, and ICI named Michelle Mesack director of financial services policy.
Janney Nabs Morgan Stanley Team in Delaware
The advisors join with about $195 million in assets and $1.5 million in yearly fees and commissions.
Recruiting Roundup: FAs Join Morgan Stanley, Depart for Baird
Meanwhile, Janney grabs advisors from Merrill Lynch and UBS.