RBC Wealth Management-U.S. Welcomes Merrill Team of Six Generating $3.6mm on a $560mm Book
RBC Wealth Management-U.S. welcomes Merrill team, generating $3.6mm on a $560mm book, led by 24-year industry veteran Brian Coatoam.
Merrill Lynch Advisors Managing $560 Million Jump to RBC
By Kenneth Corbin, Barron’s – RBC Wealth Management has notched another recruiting win, luring a Florida team with $560 million in client assets away from Merrill Lynch.
RBC Nabs Merrill Team in Florida with $560 Million Book
Debbie Wallen Quoted, By Miriam Rozen and Mason Braswell, AdvisorHub – RBC Wealth Management-U.S. has reeled in a Merrill Lynch Wealth Management team of three brokers in Winter Park, Florida, who had managed roughly $560 million in assets, an RBC spokesperson confirmed.
Duo managing $740 million join LPL’s employee channel
By Investment News – Kyle Smith and Michael Sandlin, who managed $740 million at Truist Investment Services in Raleigh, North Carolina, have joined Linsco, the employee channel of LPL Financial.
What’s Driving All the Advisor Movement Away From Ed Jones?
By Debbie Wallen – Historically, advisors at Edward Jones rarely changed jerseys. They were loyal, felt independent enough, liked the culture and enjoyed the strong brand recognition. But, today, we are seeing more and more Jones’ advisors leaving—and here’s why
Wells Recruits $3.5-Mln UBS Family Team, Million-Dollar RBC Producer
By Vicky Ge Huang, AdvisorHub – Some of the brokerage industry’s most aggressive recruiters illustrated in the past week that their transition teams continue to operate during the pandemic as part of their broader business continuity plans.
Merrill Lynch Team Bolts for Raymond James
By Alex Padalka, Financial Advisor IQ – As Merrill Lynch reports that its advisor ranks dipped slightly in the second quarter 1% from the previous year, the wirehouse lost a team of brokers to Raymond James, according to Raymond James.
Raymond James hires three wirehouse veterans with $487M
By Graison Dangor, OnWallStreet – Raymond James hired three veteran wirehouse advisors with $487 million in combined assets to its employee channel in another victory for its expansion in the Northeast.
When Size Does Matter
By Debbie Wallen – Not that long ago, generating $1mm in revenue was a milestone worth celebrating: Those at this level were considered top of the food chain, and ardently pursued by all major firms. But, in today’s world, it’s the advisors in the “Billion Dollar AUM Club” who garner the lion’s share of attention from firms.
UBS Loses Veteran Financial Advisor to Ameriprise
By Alex Padalka, Financial Advisor IQ – Ameriprise Financial has nabbed a veteran financial advisor from UBS Financial Services, according to a press release from Ameriprise.
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