Raymond James Grabs $1M Rep From Morgan Stanley in Miami
Meanwhile, Lebenthal Wealth adds a manager and a branch in Michigan.
Raymond James Tops Estimates as Private Client Sales Rise 8%
The number of advisors jumped by 79 in the latest quarter to 6,336.
Raymond James Picks Up $1.3M Rep From UBS
Also, Stratos Wealth added two advisors near Columbus, Ohio.
An Investor-Friendly Way to Switch Broker-Dealers
Advisors can use some creative techniques when telling clients why they changed broker-dealers or custodians. Start with your new firm's financials.
Raymond James Adds $1.1M UBS Rep, Ex-RBC Team
Meanwhile, Focus Financial affiliate adds an advisor with some $200 million in assets.
Morgan Stanley Picks Up Ex-Merrill Institutional Team in Chicago
Raymond James adds independent RIA group, while HighTower brings on a former UBS group.
Raymond James, Ameriprise Add Teams in Midwest
The teams move with close to $400 million in total assets under management, the broker-dealers say.
Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill
RJ adds advisors from largest credit union in Oregon, while Wells Fargo adds reps in Connecticut and Texas. Towle, formerly of HighTower, joins Merrill.
Raymond James Adds 2 Ex-Wells Fargo Teams
This news follows the successful recruiting of groups from Merrill Lynch, JPMorgan and Stifel Nicholaus.
Raymond James Adds Ex-LPL Group in N.J.
Boutique wealth groups add teams in Arizona and Iowa.