$1.1B Merrill Team Jumps to JPMorgan
By Janet LevauxThe four-member Campbell Group made the move in San Francisco and is led by Gwen Campbell.
October 12, 2020
LPL Hires BofA Exec as Chief Risk OfficerThomas Cappello, a former UBS advisor, is hired two months after LPL rolled out its employee advisor channel.
October 09, 2020
Raymond James Unit Adds $400M AdvisorReynaldo Figueredo joins Alex. Brown from Deutsche Bank, the former owner of the business unit.
October 06, 2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400MThe recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
October 05, 2020
BNY Mellon Taps Another State Street ExecLaura Steinbach's hiring comes some nine months after her colleague Jane Mancini left State Street to join the bank.
October 05, 2020
$625M Morgan Stanley Team Jumps to RBCMartin Wealth Management Group includes four advisors from three generations.
October 01, 2020
Dynasty Taps Wirehouse Veteran to Lead Strategic DevelopmentJoseph D'Agostino, who has 35 years of industry experience, will report to Dynasty President and CEO Shirl Penney.
September 29, 2020
Ameriprise Nabs $500M LPL TeamThe group includes three advisors, all of whom have been in the business for 15 years or more, and six other staff.