Merrill Boosts Retirement Focus, Promotes 2 Managers
A new group, led by Kirsten Hill and reporting to David Tyrie, aims to enhance Merrill Clear.
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.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
Black Financial Advisors Network Launched at Raymond James
A “grass-roots” effort is designed to help recruit more black advisors to Raymond James, and provide support and mentoring to existing advisors.
Raymond James Hits Revenue Milestone as Profits Improve 7% in Fiscal Q2
Total number of advisors in the Private Client Group reached record 6,384, but assets grew faster than headcount.
Baird Adds $350M Ex-Schwab Rep
Meanwhile, Raymond James and Ameriprise pick up teams from Morgan Stanley and Stifel.
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.
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.
Raymond James Taps Former Morgan Stanley Exec for West Coast Growth
Rick Sanchez comes on board in the San Francisco area to expand branches and recruiting for the employee channel.
12 Best & Worst Broker-Dealers: Q4 Earnings, 2014
Here’s how some of the biggest firms’ earnings compared over the fourth quarter.