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          • Advisor workingThis Week’s Top Stories: Morgan Stanley Sues RBC Team, Finra Raps Broker over A-Shares, and More
          • Merrill Lynch Exterior Sign and LogoMerrill’s New Household Growth Fell 40% in 2020–Sources
          • Wells FargoWells’ Wealth Profit Climbs Despite Continued Broker Attrition
          • (Left to right) Gregory Ernst and Todd Stark moved to RBC from UBS along with client associates Amy McGuire, Marnie O’Brien, Trudy SoperRockefeller, RBC Lure Merrill, UBS Teams in Midwest
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          • Morgan Stanley, UBS Advisor movesMorgan Stanley Rehires $3.3-Mln UBS Team in North Carolina
          • Lars Olson of Sanctuary Wealth Partners in Marion, OHSanctuary Hires $435-Mln Merrill Team, Snowden Lures Another from Retirement
          • Stifel Investment CompanyStifel Hires 33-Year Brokerage Vet from Jefferies in Dallas
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          • Opinion-How-Will-The-Coronavirus-Affect-The-Stock-Market-Opinion: Coronavirus – What Advisors Need to Know
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First Republic

First Republic
11/16/20 | Advisor Moves, News | Bank of America, First Republic, Merrill Lynch | 28 Comments

First Republic Lands $8.7 Million Merrill Private Wealth Team

Advisors
First Republic, Merrill Lynch

First Republic Founder Says Advisors Are Proving Their Worth

10/13/20 | News | 1 Comment

The advisory teams First Republic has been attracting from traditional brokers helped drive a 20% increase in third-quarter assets.

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First Republic Hires $2.5 Million Merrill Producer in California
Bank of America, First Republic, Merrill Lynch, Rockefeller Capital Management

First Republic Hires $2.5 Million Merrill Producer in California

9/14/20 | Advisor Moves, News | 2 Comments

San Francisco-based bank recruits another broker from the firm that once owned it.

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Merrill star Phil Scott left on Tuesday for First Republic.
Bank of America, First Republic, Merrill Lynch

Phil Scott, $18-Million Merrill Superstar, Joins First Republic

8/11/20 | Advisor Moves, News | 26 Comments

High-profile Washington State broker Phil Scott moved his 11-person team on Tuesday to First Republic.

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First Republic
First Republic, JP Morgan

First Republic Lands $12-Million J.P. Morgan Securities Team in NYC

7/31/20 | Advisor Moves, News | 8 Comments

Group of seven advisors and eight associates had overseen $1.7 billion in client assets and mark the fifth team to join First Republic this year.

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Michael Liersch, head of advice and growth strategies at Wells Fargo Private Wealth.
First Republic, Merrill Lynch

Ultra-High-Net-Worth Strategists Bolt Merrill, JP Morgan for First Republic and Wells

7/13/20 | News | 7 Comments

Stacy Allred, who guided Merrill’s richest clients on how to think about wealth, left after almost 20 years for First Republic while her former colleague Michael Liersch joined Wells Fargo after stint with J.P. Morgan.

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First Republic Bank
Apollo Group, First Republic, Morgan Stanley

First Republic Lures $7-Million Morgan Stanley Private Wealth Team in NYC

5/22/20 | News | 2 Comments

Four advisors who were overseeing $1.3 billion left the wirehouse on Friday, ahead of the long holiday weekend.

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First Republic Bank
First Republic, UBS

First Republic Nabs UBS Recruiting Head

3/23/20 | Advisor Moves, News | 2 Comments

Albert Leshinsky, who ran recruiting at UBS for the past two years, will oversee First Republic’s recruiting efforts on the East Coast, according to sources familiar with the move.

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5-Mln-Broker-Sidelined-By-First-Republic-Broker-Goes-Independent-
First Republic, LPL, Private Advisor Group, UBS

$5-Mln Broker Sidelined by First Republic Goes Independent

2/21/20 | Advisor Moves, News | 2 Comments

Paul Feinstein, who First Republic recruited from UBS three years ago, has set up an RIA practice in Malibu under the Private Advisor Group umbrella.

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First-Republic-Hires-4-3-Million-Wells-Team-To-Open-Office-Near-Seattle
First Republic, Wells Fargo

First Republic Hires $4.3-Million Wells Team to Open Office Near Seattle

2/14/20 | Advisor Moves, News | 1 Comment

Three advisors had been managing $1.5 billion in client assets at Wells Fargo’s private bank for wealthy families and private foundations.

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First Republic Bank
First Republic, UBS

First Republic Puts Big California Producer on Leave

2/13/20 | Advisor Moves, News | 5 Comments

Paul Feinstein, a $5 million-dollar producer who joined First Republic three years ago from UBS, was known for leveraged options strategies for some wealthy clients.

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First-Republic-Hooks-2-5Bln-Asset-J-P-Morgan-Team-In-Florida
First Republic, JP Morgan

First Republic Hooks $2.5Bln-Asset J.P. Morgan Team in Florida

1/16/20 | Advisor Moves, News | 7 Comments

Six-broker team is led by Sal Tiano, who has worked for almost three decades at J.P. Morgan and its Bear Stearns predecessor.

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CORONACRASH NEWS

  • Raymond James Slashes CEO Pay 17% in Turbulent Year

    Raymond James Slashes CEO Pay 17% in Turbulent Year

    Jan 8, 2021
  • Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Jan 5, 2021
  • J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    Dec 4, 2020
  • Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth

    Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth

    Nov 5, 2020
  • Merrill Wealth Slowly Eases Out of Covid Slump

    Merrill Wealth Slowly Eases Out of Covid Slump

    Oct 14, 2020

NEWS

  • This Week’s Top Stories: Morgan Stanley Sues RBC Team, Finra Raps Broker over A-Shares, and More

    This Week’s Top Stories: Morgan Stanley Sues RBC Team, Finra Raps Broker over A-Shares, and More

    Jan 16, 2021
  • Merrill’s New Household Growth Fell 40% in 2020–Sources

    Merrill’s New Household Growth Fell 40% in 2020–Sources

    Jan 15, 2021
  • Wells’ Wealth Profit Climbs Despite Continued Broker Attrition

    Wells’ Wealth Profit Climbs Despite Continued Broker Attrition

    Jan 15, 2021
  • Rockefeller, RBC Lure Merrill, UBS Teams in Midwest

    Rockefeller, RBC Lure Merrill, UBS Teams in Midwest

    Jan 14, 2021
  • Fired Merrill Broker in Beverly Hills Barred by Finra

    Fired Merrill Broker in Beverly Hills Barred by Finra

    Jan 14, 2021

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