Raymond James Nabs $1.08B Advisor Team From UBS
By Jeff BermanThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.
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.
April 20, 2021
UBS Nabs $1.8B Wells Fargo Private Bank TeamThe three-person team has joined UBS in the South Florida market.
April 19, 2021
Janney Picks Up $1.35B Team From MerrillMeredith Lindung Wealth Management is based in Towson, Maryland, and led by three brokers previously registered with Merrill.
April 19, 2021
LPL Grabs Team of 20 From Advisor GroupWalnut Beech Advisors has offices in Rochester, Michigan, and Long Beach, New York; it plans to expand its tax services.
April 16, 2021
J.P. Morgan Advisors Has New CEOPhil Sieg has been promoted to lead the JPMorgan Chase division, replacing Chris Harvey.
April 15, 2021
$800M Texas Team Splits From Kestra, Joins LPLFort Worth-based Gus Bates Insurance & Investments joins LPL's BD, hybrid RIA and custodial platforms.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.