Recent industry movement and recruitment activity.
Hires Boston team with $5.5 million of production from Morgan Stanley a week after picking off a New York City branch manager from the firm and a month after hiring a veteran Merrill broker.
A 16-year veteran in New Jersey was “permitted to resign” earlier this month and a legacy Smith Barney manager in Manhattan jumped to RBC this week.
A Long Island duo with 73 years jointly at Merrill Lynch jumps to rival, while Morgan Stanley’s biggest team by advisory assets in Utah goes independent.
Veteran Rick Wisely steps aside as producing manager Kevin Friedman takes over.
UBS’s longtime Chicago complex manager will be chief operating officer of Raymond James & Associates.
$1.7-million advisor in New York City and $700K advisor in New Jersey move their solo practices.
Departure of $10-million trio in DC, compounded by wooing back of one, raises questions about bank’s ability to maintain loyalty in its tightknit wealth management unit.
Todd Ryman and Will Rhodes in Atlanta were managing around $200 million of client assets.
Andrew LeBlanc leaves financial district flagship for a “family office,” bringing count of emigrants from the financial district branch since December to at least 11 advisors.