Displaying 584 results
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
Merrill adviser overseeing $350M moves to UBS
Matt Burton will join the firm’s Indianapolis office.
Team managing $800M joins Arkadios
The trio, from JPMorgan and Capitol Group, have launched Clover Capital Partners in Atlanta.
David Kowach’s &Partners starts hiring advisors
The new firm picks up advisors from Edward Jones and Wells Fargo.
LPL adds California team managing $150 million
The Sacramento-based firm, Bradford Capital Group, was previously affiliated with Securities America.
UBS nabs two teams from Bernstein Private Wealth
The teams, both in Philadelphia, collectively manage $1.7 billion in assets.
Former $200M UBS team joins Snowden Lane Partners
The hybrid firm has added $4B in client assets in the past two years.
Veritable, Empower advisors join Savvy Advisors as principal wealth managers
The duo have partnered with the digital-first platform in the Philadelphia area.
Go big or go boutique?
Here are questions financial advisors should consider before making a move.
Team overseeing $1B jumps to LPL Financial
The trio of advisors will operate as PB FAM Private Wealth in Atlanta.
RBC recruits UBS team overseeing $1B in client assets
Leawood, Kansas-based Total Wealth Management has seven staffers.
Nebraska team managing more than $600M switches to LPL Financial
Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities
$500M Louisiana team joins Raymond James
The five advisors will operate as Meyer Rotolo Wealth Management.
Edward Jones picks up experienced $289M advisor from Charles Schwab
The advisor was with Schwab for 14 years following a military career.
LPL recruits $260 million group focusing on 403(b) plans
The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.
JPMorgan Private Bank hires $2B high-net-worth advisor team from rival
Three advisors boost the firm's reach in the Pacific Northwest.
UBS advisor managing $435M moves to RBC Wealth Management
Marin County, California-based Brian Wells has 25 years of experience.
Edward Jones welcomes back $167M advisor who began his career with the firm
The Seattle-based advisor will focus on retirement plans.
Wells Fargo advisor managing $175M jumps to LPL
Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.
Mesirow adds $1.2B firm to wealth management offering
New addition is an employee-owned firm based in Chicago.
