Recruiting Roundup: Morgan Stanley Grabs $1B Pair From Citi
The team comes on board in New York, while a Barclays rep joins the wirehouse in Boca Raton.
Recruiting Roundup: UBS Nabs 4 Ex-Merrill Reps in Florida
Meanwhile, Raymond James adds a husband-and-wife team in Dallas to its employee channel.
Merrill Lands $1.4B Ex-Morgan Stanley Team, Advisor
Meanwhile, LPL-affiliated Stratos Wealth recruits a former Morgan Stanley team and an ex-Wells Fargo rep.
Raymond James Picks Up $1.3M Rep From UBS
Also, Stratos Wealth added two advisors near Columbus, Ohio.
Raymond James Adds Ex-LPL Group in N.J.
Boutique wealth groups add teams in Arizona and Iowa.
2 Hybrid RIAs Add Wirehouse Reps in California
Plus, Lebenthal Wealth Advisors opens branch in North Dakota energy boomtown.
6 Secrets to Becoming a Billion-Dollar RIA Firm: aRIA
The Alliance for RIAs has released a detailed outline on how independent financial advisors can reach and surpass $1 billion in AUM.
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
Wells Fargo Grabs 8 Advisors With $1 Billion in Assets
Meanwhile, RIAs affiliated with Focus Financial and LPL add reps.
Raymond James, Wells Fargo Grab Teams From Rivals
Meanwhile, Securities America and Stratos Wealth attract groups of breakaway brokers.