First Republic Nabs $2.5B Merrill Group
By Janet LevauxMeanwhile, the Thundering Herd also loses advisors to UBS and Wells Fargo FiNet.
August 13, 2020
LPL Grabs $800M Securities America Team: Recruiting RoundupMeanwhile, RBC picks up a $675 million Morgan Stanley group, and Dynasty helps lead a $360 million Merrill duo to independence.
August 06, 2020
Apex Clearing Names Tricia Rothschild, Ex-Morningstar Exec, as PresidentRothschild joins the firm as it positions itself for more growth ahead of the Schwab-TD Ameritrade deal.
August 05, 2020
Tyrone Ross Tapped to Lead Alts Platform Onramp Invest"This is a bigger platform for me to yell and fight for the voiceless," the popular speaker said.
August 05, 2020
Kestra Hires JPMorgan Exec as Chief Information OfficerNick Harness moves to the firm after more than two decades with Wall Street firms, including Morgan Stanley.
August 04, 2020
Skip Schweiss Says Goodbye to TD AmeritradeThe news comes two weeks after former colleague Dani Fava left for Envestnet; more departures are expected, a spokesperson said.
July 30, 2020
Morgan Stanley Loses 2 Father-Son Groups to AmeripriseThe news comes as Ameriprise reports second-quarter results, including 9,894 advisors and total client assets of $630 billion.