Aegis Capital Adds $350M FA from UBS
By Sam Del Rowe, FAIQ.com – Aegis Capital Corp. announced that it has added an advisor from UBS, where he had about $350 million in client assets.
By Sam Del Rowe, FAIQ.com – Aegis Capital Corp. announced that it has added an advisor from UBS, where he had about $350 million in client assets.
By Karmen Alexander, AdvisorHub – The steady stream of brokers out of Merrill Lynch continues as two teams who oversaw $558 million combined in assets have joined Raymond James Financial and LPL Financial in Florida and Texas, respectively.
By Sam Del Rowe, FAIQ.com – Advisor Rebekah Fa’asau joins Raymond James’ employee advisor channel, the firm said.
Multi-Generational Merrill team in Chicago finds Sanctuary provided the right balance of support, freedom, flexibility, and optionality.
By Sam Bojarski, CityWire – Sanctuary Wealth has lifted a $1bn advisory team out of Merrill Lynch.
By Tobias Salinger, Financial-Planning.com – A billion-dollar team with nine planners left Edward Jones for Commonwealth Financial Network with a goal of recruiting and acquiring its way to 1,000 financial advisors over the next 20 years.
By Ali Hibbs, WealthManagement.com – Cedarwood Financial Partners Jumps to Commonwealth from Edward Jones.
By Andrew Welsch, Barron’s – Commonwealth Financial Network, a hybrid RIA and independent broker dealer, recruited a group of advisors from Edward Jones who oversee nearly $1 billion in client assets, according to the independent broker-dealer.
This group of Edward Jones advisors recognized that independence was the path most aligned with their values and vision for the future. And when it came to selecting the right partner, Commonwealth was a clear standout.
By Nick Godt, FinancialAdvisor IQ – Sanctuary Nabs Merrill Vet to Head Quorum NY Office