Wirehouses

Displaying 2346 results
UBS bolsters Miami downtown office with Citi, Wells Fargo, and Truist hires
WIREHOUSES NOV 25, 2024
UBS bolsters Miami downtown office with Citi, Wells Fargo, and Truist hires

The firm is making headway in the Florida wealth market with four wirehouse advisors who collectively oversaw nearly $2 billion at their former firms.

By Leo Almazora
BofA bags veteran $7B superteam from Citi in Florida
WIREHOUSES NOV 22, 2024
BofA bags veteran $7B superteam from Citi in Florida

The newest additions to Bank of America Private Bank bring more than half a century of cumulative experience, including previous roles at JPMorgan.

By Leo Almazora
RBC lures $330M advisor from Kestra
WIREHOUSES NOV 13, 2024
RBC lures $330M advisor from Kestra

The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its network.

By Leo Almazora
Citi looks to boost wealth arm with better lures for advisors
WIREHOUSES OCT 24, 2024
Citi looks to boost wealth arm with better lures for advisors

The Wall Street giant is reportedly sweetening its recruitment packages for top-gun professionals as it continues to navigate a yearslong compliance cleanup.

By Leo Almazora
Morgan Stanley's James Gorman to head Disney board
WIREHOUSES OCT 21, 2024
Morgan Stanley's James Gorman to head Disney board

The iconic Wall Street leader will assume the role as the search continues for the global entertainment titan's next chief executive.

By Leo Almazora
Wells Fargo Advisors keeps advisor pay stable in 2025
WIREHOUSES OCT 17, 2024
Wells Fargo Advisors keeps advisor pay stable in 2025

“Advisors from the banks are coming to Wells Fargo to find out more," says one well-placed source.

By Bruce Kelly
UBS swipes UHNW advisor from JPMorgan
WIREHOUSES OCT 17, 2024
UBS swipes UHNW advisor from JPMorgan

He joins the firm's private wealth division in South Florida as the newest addition to a $7.2B advisory team.

By Leo Almazora
Bank of America wealth management reports boost in fresh fee-based assets
WIREHOUSES OCT 15, 2024
Bank of America wealth management reports boost in fresh fee-based assets

“There was also cash moving off the sidelines,” one Merrill executive noted.

By Bruce Kelly
Has wirehouse plugged the leak?
WIREHOUSES OCT 08, 2024
Has wirehouse plugged the leak?

Wells Fargo Advisors management stresses stability, while recruiter says it appears "faucet of advisors leaving has turned into a drip."

By Bruce Kelly
Merrill scores two advisor teams from JPMorgan, Morgan Stanley
WIREHOUSES OCT 08, 2024
Merrill scores two advisor teams from JPMorgan, Morgan Stanley

The BofA wealth unit's latest additions in Texas and New York reportedly oversee $950M in client assets combined

By Leo Almazora
UBS scores $400M veteran advisor from Merrill
WIREHOUSES OCT 04, 2024
UBS scores $400M veteran advisor from Merrill

The wirehouse's latest addition in Manchester, New Hampshire arrives with more than two decades of industry experience.

By Leo Almazora
Senator Warren calls for curbs on "too big to manage" Citigroup
WIREHOUSES OCT 03, 2024
Senator Warren calls for curbs on "too big to manage" Citigroup

The US Senator pressed regulators to place growth restrictions on the Wall Street giant, citing repeated failures in its compliance and risk management.

By Leo Almazora
Merrill adds advisors managing over $1.5B in client assets
WIREHOUSES SEP 27, 2024
Merrill adds advisors managing over $1.5B in client assets

The firm's latest string of hires from Morgan Stanley and Wells Fargo, expand its profile in the California and Miami markets.

By Leo Almazora
Wells Fargo scoops $2B team from JPMorgan
WIREHOUSES SEP 27, 2024
Wells Fargo scoops $2B team from JPMorgan

The six-advisor team led by two brothers widens Wells Fargo Advisors' high-net-worth Private Client Group in New York City.

By Leo Almazora
BofA bags $2.7B powerhouse advisor from Citi
WIREHOUSES SEP 19, 2024
BofA bags $2.7B powerhouse advisor from Citi

Bank of America Private Bank is boosting its ultra-high-net-worth presence in Atlanta, Georgia and the broader Southeastern region with its latest addition.

By Leo Almazora
BofA looking to sync up investment banking and wealth businesses
WIREHOUSES SEP 17, 2024
BofA looking to sync up investment banking and wealth businesses

The firm has reportedly named two executives to align the two units in a bid to grow assets and land deal opportunities.

By Bloomberg
JPMorgan snags $600M Washington, DC advisor from Bernstein
WIREHOUSES SEP 16, 2024
JPMorgan snags $600M Washington, DC advisor from Bernstein

The firm's latest wealth management hire in the Pacific Northwest comes with 10 years of experience

By Leo Almazora
UBS makes headway in Maryland with $650M team
WIREHOUSES SEP 16, 2024
UBS makes headway in Maryland with $650M team

The five-person group is led by three financial advisors from Morgan Stanley with more than half a century of collective experience.

By Leo Almazora
$1.8B Morgan Stanley team goes indie with Wells Fargo
WIREHOUSES SEP 16, 2024
$1.8B Morgan Stanley team goes indie with Wells Fargo

The Wall Street bank's latest additions to its independent advisor channel, FiNet, in Illinois bring more than 40 years of collective experience.

By Leo Almazora
Merrill bags $2.2B advisor duo from Morgan Stanley
WIREHOUSES SEP 12, 2024
Merrill bags $2.2B advisor duo from Morgan Stanley

The two elite advisors, including a 30-year industry veteran, extend the firm's reach in Illinois and North Carolina.

By Leo Almazora