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.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
Raymond James, Baird, Wells Fargo Add Reps From Rivals
The freshly recruited teams include families as well as individual advisors.
HighTower, Focus Add Wirehouse Advisors
Raymond James, Commonwealth and Wells Fargo also recruit reps from rivals.
Honoring Advisors Who Serve(d): Memorial Day, 2014
On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
Raymond James Nabs Morgan Stanley Rep; Indie Washington Wealth Adds Merrill FA
Stephen Besse moves with about $360 million in assets, while Matthew Griffith goes independent with about $75 million.
Raymond James Nabs $80M Wells Team in California
Two advisors join the employee channel in Santa Barbara with some $950,000 in yearly fees and commissions.
Raymond James, Securities America and NFP Unit Add Teams, Breakaways
Six reps, including two father-son teams, switched firms with a total of more than $920 million in client assets.
‘Brutalized’ Breakaway Brokers Speak Out: 7 Stories From the Road to Independence
From “pain and humiliation” to a “quite positive” experience, seven brokers tell ThinkAdvisor their stories of breaking away.