Joseph Myer has formed Veritas Capital Management in Ashburn, Virginia, and is affiliating with LPL through Gladstone Wealth.
Steven Carlsen and Sathya Chey are forming a firm, Arise Private Wealth, in Rolling Hills Estates, California.
The bank hasn't set a date for returning to the office. Employees can start applying for hybrid work once local pandemic rules allow them to return full-time to the office.
Bill Wade and Reid Berry are opening an office in Brentwood, Tennessee.
The four advisers in Salt Lake City, who operate as Williams & Townsend Wealth Management Partners, are joining the firm's employee unit.
The firm said the goal is to help create a normal office environment, without a need for face masks and physical distancing.
Led by Tony Esses, the group based in Coral Gables, Florida, focuses on Argentinian investors.
The six-adviser group led by Larry Boggs is forming Boggs & Co. Wealth Management in Cumberland, Maryland.
The banks told U.S. employees they'll receive a floating paid day off to mark the holiday commemorating the end of slavery in the U.S., which President Biden signed into law Thursday.
The four-adviser Seidler Cattich group is joining the firm in San Francisco.
The six-adviser team, Puzzle Wealth Solutions, is affiliating with LPL Financial through OSJ Gladstone Wealth Partners.
Driving the recruiting overhaul at wirehouses over the past few years has been the tremendous expense of recruiting experienced financial advisers.
Bobby Conville Jr. and Earl Smith are joining the firm's employee unit in Ruston, Louisiana.
The investment bank is putting the finishing touches onto its $13 billion purchase of ETrade Financial, and has benefitted from ETrade’s direct, online access to a younger group of clients.
The six-person team is leaving J.P. Morgan Private Bank in San Francisco.
It seems counterintuitive that an adviser or team who may be riding the wave of their 'best year ever' would change jerseys or break for independence. Yet it’s happening in record numbers.
Three sole practitioners managing $297 million in total are also moving to the firm.
With a fresh take on adviser training, Merrill Lynch expects to increase diversity while graduating 1,000 new advisers per year. These advisers will be located in-office and report to their local market executives.
In keeping with the times, it appears that the practice of cold-calling is out and using social and business networking platforms like LinkedIn is in.
The four-adviser group is moving to the firm’s employee unit in Augusta, Georgia and will operate as the Cypress Wealth Group.
