July 17, 2020
$680M Team Jumps From Morgan Stanley to StifelThe news follows Stifel's efforts to recruit teams from Merrill and Wells Fargo across the U.S.
July 15, 2020
$500M Female Team Exits Morgan Stanley to Join RIAKansas-based Bowersock Capital Partners adds to the RIA's $10 billion in assets.
July 02, 2020
$1.6B UBS Advisors Move to Wells Fargo FiNet: Recruiting RoundupMeanwhile, Stifel adds Wells Fargo reps with $540 million and a $935 million Merrill Lynch team.
July 01, 2020
Cetera Adds Ex-Stifel Recruiting ExecJohn Pierce also worked for Merrill Lynch from 1993 to 2006.
June 23, 2020
U.S. Bank Names New Head of Private WealthVeteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.
June 03, 2020
Goldman Sachs Taps New Head of New York Private WealthRoss becomes one of the bank's highest-profile black female executives; she's been with the firm since 1998.
May 28, 2020
UBS Picks Up $1.5B Bernstein Group: Recruiting RoundupAlso, LPL adds two wirehouse teams, and ProEquities rolls out an academy for new and experienced advisors.
May 27, 2020
Industry VIPs Highlight Tibergien's Impact on AdvisorsRon Carson, Michael Kitces, Ben Harrison and others explain how the Pershing executive has influenced the business of advice.
April 22, 2020
LPL Financial Nabs TD Ameritrade ExecJudy Ricketts is now executive vice president, Operations, and will be part of the firm's team in the Carolinas.
March 25, 2020
The American College Names Head of New Women's CenterHilary Fiorella will lead the effort to advance women in financial services through research, education and awareness.