Wells Fargo Indie Group Adds 2 Ex-Morgan Stanley Advisors
The team, which has about $190 million in assets, was with LPL Financial before working for the wirehouse.
Recruiting Roundup: UBS Picks Up Morgan Stanley Reps
Meanwhile, LPL, Ameriprise and Wells Fargo reveal their latest recruiting coups.
Wells Fargo Grabs Morgan Stanley, Merrill Reps as Raymond James Nabs UBS Team
The four new Wells Fargo advisors come on board with some $900 million in assets; the new RJ group has some $300 million.
Raymond James Adds Complex Managers, FAs From Wirehouses
In addition, it taps a marketing veteran to lead its Network for Women Advisors, which has more than 800 FAs.
New Hire Roundup: Merrill Adds Wealth Management Teams in Florida, New York
Meanwhile, Barclays named Jay O'Neil regional manager for wealth and investment management in Los Angeles.
Raymond James Adds $1.9M Ex-Morgan Stanley Team
The group of two reps managed about $150 million of client assets in Washington, D.C.
Merrill Grabs $3.1M Team From UBS in Palm Beach
The veteran group includes four advisors with about $500 million in client assets.
2 Hybrid RIAs Add Wirehouse Reps in California
Plus, Lebenthal Wealth Advisors opens branch in North Dakota energy boomtown.
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
Raymond James Recruits 3 Wirehouse Teams, $875M in Client Assets
Meanwhile, Morgan Stanley and Merrill Lynch grab advisors from each other in the latest recruiting push.