Recent industry movement and recruitment activity.
After spending his 22-year brokerage career with Merrill, former branch manager says he can get better family-office support for clients from rival firm’s in-lobby bankers.
Leaves crowded network of Jones offices in the area to open first RayJay employee-channel outpost in Las Cruces.
Former Princeton, NJ, branch manager who left in May is now helping to run a complex for Merrill Lynch.
Paul Lang leaves Jones in Georgia after 34 years while RBC picks up a Beverly Hills wirehouse team it says produced $2.2 million.
Boston brokers Paul Roche and Christopher Bayles, with two associates, resigned from the wirehouse on Tuesday to join the expanding U.S. brokerage franchise of Royal Bank of Canada.
Michael Holycross, a Michigan advisor abruptly fired in June, is contacting public pension plans and other clients for business out of Florida-based AndCo Consulting.
After 30 years at William Blair and Robert W. Baird, Rosa Ebling signs with the Florida-based firm’s Windy City employee-channel branch, while $2-million team led by Keith Bock in New York State leaves his home of more than 35 years.
Camp Hill resident manager Kim Kenawell-Hoffecker, who oversaw $250 million of client assets, joins her former market manager at new RIA set up with help from Dynasty.
Three brokers were managing $288 million in client assets, mostly institutional, according to Janney.