February 13, 2020
Stifel Nabs $332M Merrill Reps in TexasMeanwhile, a Woodbury Financial Services affiliate adds a father-daughter team with $115 million in North Carolina.
February 06, 2020
Ameriprise Recruits a Family BD, Other Teams With $668MThe IBD Morton Seidel, in business for some 95 years, jumps to Ameriprise; meanwhile, LPL adds reps with $390 million.
February 04, 2020
Janney Grabs $273M Father-Son Team From MerrillThe firm also added a former athlete and ex-Morgan Stanley advisor in New Jersey.
January 24, 2020
Merrill Lynch Wealth Unit Taps New COOKirstin Hill, now head of Strategic Performance, will take the reins from the retiring Mike Adornetto.
March 29, 2019
Ex-SEC Commissioner Gallagher Returns to WilmerDaniel Gallagher, currently chief legal officer at drug maker Mylan, served on SEC for four years during the Obama administration.
December 14, 2018
State Street Nearing CEO Transition, as Hooley RetiresRon O'Hanley, president and COO, will take the reins on Jan. 1 for the asset manager.
November 29, 2018
LPL Picks Up Two Teams From Rivals: Recruiting RoundupMeanwhile, RBC Wealth adds a branch manager from Wells Fargo, and Investacorp brings on a multi-gen team from Summit.
November 19, 2018
Stifel Welcomes 8 Former Wells Fargo AdvisorsThe advisors had a combined $1.44 billion in client assets.
November 19, 2018
Ameriprise Adds 3 Wells Fargo AdvisorsThe advisors had a combined $508 million in AUM.
November 15, 2018
Cetera Adds Program Manager From LPLBrian Neyland was recognized by Bank Investment Consultant magazine as the No. 4 program manager nationwide in 2017.