Wells Fargo tops big recruiting week with $6.3B team
Intense Life Desires In another big loss for UBS, Wells Fargo has pulled a team made up of...
team
Shareholders give Team takeover of WH Ireland green light
The deal would leave the combined firm with assets under management and administration of around...
Wells Fargo recruits $3B Merrill private wealth team
Wells Fargo is bolstering its credentials with high net worth clients with a trio of...
UBS loses a $6B team, gains Morgan Stanley recruiting head
Amid continued advisor defections, UBS has lost a team with billions in client assets that’s...
UBS team returns to Morgan Stanley after 12 years
A three-advisor team with nearly half a billion dollars under management has boomeranged back to...
HB Wealth pulls JPMorgan team with $15B in AUM
Recruiting and merger and acquisition deals are constantly roiling the wealth management industry. This week,...
Iress and Moneyinfo team up for integration
Iress’ Xplan is currently used by 450 financial advice firms in the UK. Fintech firms...
Concurrent pulls big team from Raymond James
Recruiting deals and mergers and acquisitions are constantly roiling the wealth management industry. This week,...
The 4 Key Drivers Of Advisor Productivity: How The ‘Right’ Team Unlocks New Growth
Most advisors actively seek to become more productive – that is, to generate more revenue...
$129B ex-Merrill team responds to ‘raiding’ charges
A prominent group of former Merrill advisors is firing back in court against what they...