2 Merrill Teams Dash to UBS in Northern California
By Jeff BermanThe new recruits include a three-person team managing $725M who join UBS' Roseville branch and a team in San Francisco.
April 22, 2021
UBS Nabs $5B JPMorgan Team in South FloridaThe wirehouse also picks up a team from JPMorgan in Kenwood, Ohio.
April 22, 2021
Advisor Group Rolls Out Next-Gen, Business Growth ProgramsMeanwhile, Ladenburg Thalmann Asset Management CEO Philip Blancato has taken on an additional role.
April 20, 2021
UBS Nabs $1.8B Wells Fargo Private Bank TeamThe three-person team has joined UBS in the South Florida market.
April 19, 2021
Janney Picks Up $1.35B Team From MerrillMeredith Lindung Wealth Management is based in Towson, Maryland, and led by three brokers previously registered with Merrill.
April 19, 2021
LPL Grabs Team of 20 From Advisor GroupWalnut Beech Advisors has offices in Rochester, Michigan, and Long Beach, New York; it plans to expand its tax services.
April 16, 2021
J.P. Morgan Advisors Has New CEOPhil Sieg has been promoted to lead the JPMorgan Chase division, replacing Chris Harvey.
April 15, 2021
$800M Texas Team Splits From Kestra, Joins LPLFort Worth-based Gus Bates Insurance & Investments joins LPL's BD, hybrid RIA and custodial platforms.