Pushed by Pandemic, $842M Merrill Team Leaps to Raymond James
By Jeff BermanWorking from home, "we felt that it was finally a good time for us to revisit what we want our business to look like," the team's managing director says.
June 07, 2021
Ric Edelman to Step Down From Role at Edelman Financial EnginesHe will transition to the role of strategic advisor to the firm.
June 03, 2021
UBS Nabs $10.5B Advisor Team From J.P. Morgan Private BankThe six-person advisor team joins UBS Private Wealth Management in San Francisco.
May 27, 2021
Cresset Hires Former E-Trade RIA ExecThe RIA also added Matt Mongia to help it invest in growing advisory firms and asset management businesses.
May 26, 2021
Brother-Sister Duo Emerges From JPMorgan as 'Unconquered' Wealth TeamThe advisors, who managed $1 billion in assets, launched The Invictus Collective with Dynasty Financial Partners.
May 18, 2021
Dimon Succession Race Puts 2 Women Ahead of JPMorgan PackA recent leadership overhaul has pushed two women toward the front of the field: Marianne Lake and Jennifer Piepszak.
May 13, 2021
Atlanta RIA Homrich Berg Appoints New CFOJamie Hennessy will replace Tony Guinta at the end of May, the Atlanta-based RIA says.
May 13, 2021
New RBC Team in New Jersey Includes Ex-Mayor, Equine ExpertThe seven-person team joins RBC's Princeton office from UBS and includes a former mayor of Princeton Township.