Wells Adds 5 Reps as Raymond James Grabs One of Its FAs
In other news, U.S. Trust shares the names of its latest recruits, and two divorce-focused groups merge.
Women’s Networks Boost Profits: FWA
Successful women’s internal networks help their firms engage female clients and close business deals, a survey by the Financial Women's Association found.
Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
How I Met My Client: Charles Barkley
Raymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
Raymond James, LPL Add Teams From Morgan Stanley
The two groups each have $200 million or more in assets; Securities America taps recruiter; Foothill Securities brings on $1B group.
Baird Adds Ex-UBS Team, Former Morgan Stanley FA in Texas
Meanwhile, Raymond James recruits five advisors to its financial institutions group.
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, Cash
The gloves have come off in the rock ’em, sock ’em field of robo-advice.
Hearsay Social Names CFO
William Salisbury, Hearsay's first CFO, has worked for Morgan Stanley, Avast Software and other firms.
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.