May 27, 2021
Cresset Hires Former E-Trade RIA ExecThe RIA also added Matt Mongia to help it invest in growing advisory firms and asset management businesses.
May 26, 2021
Brother-Sister Duo Emerges From JPMorgan as 'Unconquered' Wealth TeamThe advisors, who managed $1 billion in assets, launched The Invictus Collective with Dynasty Financial Partners.
May 18, 2021
Dimon Succession Race Puts 2 Women Ahead of JPMorgan PackA recent leadership overhaul has pushed two women toward the front of the field: Marianne Lake and Jennifer Piepszak.
May 13, 2021
Atlanta RIA Homrich Berg Appoints New CFOJamie Hennessy will replace Tony Guinta at the end of May, the Atlanta-based RIA says.
May 13, 2021
New RBC Team in New Jersey Includes Ex-Mayor, Equine ExpertThe seven-person team joins RBC's Princeton office from UBS and includes a former mayor of Princeton Township.
May 11, 2021
2 Merrill Teams Dash to UBS in Northern CaliforniaThe new recruits include a three-person team managing $725M who join UBS' Roseville branch and a team in San Francisco.
May 05, 2021
Raymond James Nabs $1.08B Advisor Team From UBSThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.
May 03, 2021
Sanctuary Wealth Scores 'Biggest Win to Date' in Recruiting $1.5B Merrill TeamQuorum Private Wealth had operated as the Barry & Milligan Group at Merrill.
April 22, 2021
UBS Nabs $5B JPMorgan Team in South FloridaThe wirehouse also picks up a team from JPMorgan in Kenwood, Ohio.
April 22, 2021
Advisor Group Rolls Out Next-Gen, Business Growth ProgramsMeanwhile, Ladenburg Thalmann Asset Management CEO Philip Blancato has taken on an additional role.