Raymond James Helps $1.1M Merrill Team Go Indie
Baird adds a branch manager from RBC, and the Retirement Benefits Group welcomes an ex-LPL Financial advisor.
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.
Baird Grabs 7 Wells Fargo Advisors With $1.9B
The veteran reps come on board in Houston, where the employee-owned broker-dealer has launched a new retirement program.
Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups
The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.
Baird Adds Morgan Stanley, Wells Fargo Teams
Baird said Wednesday that it had hired two teams of financial advisors from Morgan Stanley Smith Barney and Wells Fargo Advisors in the Dallas-Fort Worth area with more than $340 million in combined assets under management.
Baird Maintains Momentum with FA Growth
Baird recently hired nine financial advisors from Morgan Stanley Smith Barney in Charleston, S.C., and Fort Worth, Texas, with about $1.3 billion in total client...
Baird Hires Nine FAs From Morgan Stanley, Adds Two Branches
Baird on Tuesday has hired nine financial advisors from Morgan Stanley Smith Barney in Charleston, S.C., and Fort Worth, Texas, with about $1.3 billion in total client assets.
Baird Hires Nine FAs from Morgan Stanley, Adds Two Branches
By adding teams in Charleston, S.C., and Fort Worth, Texas, Baird's wealth-management operations stand to gain about $1.3 billion in client assets.