Transition Announcement: $1B Millennial-Led Merrill Team Opts for Supported Independence with Sanctuary Wealth
Multi-Generational Merrill team in Chicago finds Sanctuary provided the right balance of support, freedom, flexibility, and optionality.
Sanctuary adds $1bn Merrill team in Chicago
By Sam Bojarski, CityWire – Sanctuary Wealth has lifted a $1bn advisory team out of Merrill Lynch.
$1B team moves to Commonwealth with goal of 1,000 financial advisors
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.
RIA Roundup: New Deals, Roles and Grads
By Ali Hibbs, WealthManagement.com – Cedarwood Financial Partners Jumps to Commonwealth from Edward Jones.
Commonwealth Recruits Advisors With $1 Billion 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.
Transition Announcement: Edward Jones Advisors with $1B AUM Break for Independence with Commonwealth
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.
Sanctuary Nabs Merrill Vet to Head Quorum NY Office
By Nick Godt, FinancialAdvisor IQ – Sanctuary Nabs Merrill Vet to Head Quorum NY Office
RayJay Exec Says Recruiting Back on Track, Firm Lands $871 Mln-AUM Merrill Team
By Jake Martin, AdvisorHub – Raymond James Financial’s sweetened deals for experienced brokers in its employee division are paying off, even without matching the high-water mark offers of some rivals, Chief Executive Paul Reilly said on Monday.
The St. Petersburg, Florida-based firm’s hiring in 2021 is already “exceeding” targets that it set out at the start of the year, which “weren’t small,” and is ahead of last year’s pace, Reilly said during Morgan Stanley’s virtual U.S. Financials, Payments and CRE Conference on Monday.
Morgan Stanley Hires $4-Mln UBS Private Wealth Team in Chicago
By Mason Braswell, AdvisorHub – Morgan Stanley Wealth Management has hired a four-person private wealth management team generating $4 million in annual revenue at UBS Wealth Management USA in Chicago, according to a person familiar with the move.
Merrill Loses $1.2B AUM Firm to Dynasty
By Asia Martin, WealthManagement.com – Blue Bell, Penn. has a new registered investment advisor in town. Dynasty Financial Partners announced Tuesday it helped a former Merrill Lynch team that managed $1.2 billion in client assets, and generated $6.1 million in revenue, launch Amplius Wealth Advisors.
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