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LPL expands in Delaware with $415M team
The breakaway advisor group joining the broker-dealer arrives from PNC Investments.
LPL lands breakaway advisor from Merrill Lynch
The broker-dealer giant broadens its presence in Texas with the launch of an $820M multigenerational high-net-worth practice.
Cresset adds two J.P. Morgan teams overseeing $5B
The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.
UBS snags Morgan Stanley advisor in California
The latest hire at UBS boasts a bicoastal book, with clients across both Southern California and New York City.
Citizens lands $5B team from JPMorgan
The firm's addition of the California-based team of 12 extends its ambitious push into the ultra-high-net-worth space.
Merrill scores multibillion-dollar team from JPMorgan
The firm is bolstering its presence in Florida by adding a 12-person group managing $3.5 billion in assets.
Raymond James adds Indiana pair with $170M
The broker-dealer giant is expanding its independent advisor division with two advisors from PNC Investments.
UBS swipes another advisor duo from Goldman Sachs
The wirehouse is expanding its presence in New York City as it adds another high-net-worth pair to its bench.
Raymond James welcomes ex-Morgan Stanley advisor
The California-based advisor caters to clients in the tech and biotechnology spaces.
LPL signs $200M duo from Wells Fargo
Based in Texas, the two are starting their own practice, with one advisor’s father joining the team.
Ex-Raymond James advisor makes comeback at LPL
The three-decade veteran in Texas is returning to the broker-dealer giant’s network as he looks to solidify his succession planning.
Advisor attrition dropping at Merrill Lynch
Although departures of financial advisors may have slowed at certain large firms, that doesn't mean the problem's been squelched.
Raymond James adds advisor from Wells Fargo
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
LPL welcomes $170M veteran advisor
The broker-dealer giant’s hire in North Carolina is the latest in a string of recruiting moves at Ameriprise’s expense.
Dynasty Financial helps $550M Merrill team go independent
Six advisors break away from the wirehouse to launch a firm in Alabama.
Stability, finally, at Wells Fargo Advisors?
'We’re back to more normal, or maybe slightly below normal, attrition levels across the [financial advisor] business, which is good,' says CEO Charles Scharf.
UBS boosts its New York presence
The firm’s private wealth unit is welcoming a team of former Goldman Sachs advisors in the Big Apple.
LPL lands $500M advisor team in Texas
The move marks the third practice LPL has recruited from Ameriprise in roughly a week.
Ameriprise picks up $2B credit union unit from LPL
The mover is the wealth management division of one of the largest US credit unions.
LPL’s Atria deal poses complexities: Report
Atria's financial advisors might be getting M&A 'whiplash,' one recruiter notes.
