Dallas office of J.P. Morgan loses $1.3 million producer Amy Sabin to Raymond James-affiliated independent firm the same day it hires an early-career wealth associate from UBS.
Most popular stories from 3/17 – 3/23.
Raymond James-affiliated firm says it will use investment from Cynosure Partners to expand and allow some stakeholders to monetize their positions.
Tim Sheridan replaces a short-lived Steward Partners manager who boomeranged back to Wells Fargo after a few weeks.
Long Island manager rejoins in new, expanded role after wooing from senior executives.
Independent firm that gave Florida-based Raymond James tentacles in the mid-Atlantic and New England region plans a Houston presence.
Executive chairman Michael Maurer leaves three-year-old, nine-office hybrid RIA cofounded with former Smith Barney partner.
A Merrill Lynch veteran who specializes in foreign accounts has left to go to Steward Partners as the company tightens restrictions on the international business.