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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Move to quasi-independence

Wealth Manager Max Peckler Joins First Republic in Boston

Wealth Manager Max Peckler Joins First Republic in Boston

BusinessWire – First Republic Bank, a leading private bank and wealth management company, today announced that Max Peckler has joined First Republic Investment Management in Boston. Peckler was named Managing Director and Wealth Manager. He will provide portfolio management, retirement planning, investment consulting an

First Republic Lands $7.5-Million UBS Producer in MA, Sanctuary Adds Morgan Stanley Team in MI

First Republic Lands $7.5-Million UBS Producer in MA, Sanctuary Adds Morgan Stanley Team in MI

By Mason Braswell, AdvisorHub – The veteran broker recruiting market showed no signs of cooling off this fall as First Republic Bank’s private wealth unit on Friday landed a $7.5 million solo practitioner from UBS Wealth Management USA in Boston, according to two sources familiar with the move.

$3.1-Mln Merrill Team Shifts to Steward in Wisconsin

$3.1-Mln Merrill Team Shifts to Steward in Wisconsin

By Mason Braswell, AdvisorHub – A three-broker Merrill Lynch team that had generated around $3.1 million in trailing-12 month revenue in Wisconsin left the wirehouse on Tuesday to join Steward Partners, an independent firm that clears through Raymond James Financial Services.

Adding to string of new hires, Steward Partners lands $160M Merrill team

Adding to string of new hires, Steward Partners lands $160M Merrill team

By Andrew Welsch, OnWallStreet – Steward Partners hired a former Merrill Lynch team managing $160 million in client assets, the firm said. It’s the latest in a string of hires for the independent firm, which was founded by former wirehouse managers in 2013 and is affiliated with Raymond James. So far this year, Steward Partners has recruited 19 advisors and opened six offices. The Washington, D.C.-based firm now has more than 100 advisors operating from 21 locations.

$160m Merrill advisor breaks away

$160m Merrill advisor breaks away

By Ian Wenik, Citywire – The $13 billion hybrid RIA has hired Kevin Taube away from the wirehouse to work in its Manchester, N.H. office. Taube had worked for Merrill Lynch since 2006, running a practice that he estimated to be 99% fee-based.

Rockefeller adds five ex-Merrill advisors in Dallas

Rockefeller adds five ex-Merrill advisors in Dallas

By Ian Wenik, Citywire – Rockefeller Capital Management has added a five-advisor team from Merrill Lynch. Dallas-based advisors Neil Rubenstein, James Sandfort, Anna Gorman, Ryan Barcena and Michael Buss have all joined the Viking Global Investors-backed firm, according to their Financial Industry Regulatory Authority (Finra) BrokerCheck profiles. The five advisors operated under the RSA Group brand name while at Merrill.

$275m Merrill Lynch team breaks away

$275m Merrill Lynch team breaks away

By Michelle Abrego, Citywire – Independent network Sanctuary Wealth has added a Merrill Lynch breakaway team with $275 million in client assets.

HighTower Adds First Minneapolis-based Team: DSG Wealth Management

HighTower Adds First Minneapolis-based Team: DSG Wealth Management

May 10, 2016 – PRNewswire – HighTower announces that DSG Wealth Management has joined the HighTower community. Based in Minneapolis, Minn., the team oversees approximately $315 million in assets. Managing Director and Partner Denver Gilliand leads the team, which was previously with Merrill Lynch’s Private Banking and Investment Group, and also includes Senior Client Wealth Associate Kayleen Schultz and Client Wealth Associate Kari Jadwin.

HighTower Snags Advisors With $150M in AUM

HighTower Snags Advisors With $150M in AUM

By Andrew Shilling, OnWallStreet – HighTower has acquired two LPL Financial advisors with $150 million in combined client assets. Managing director and now partner Melissa Duffy has joined the firm with advisor Paige Todorich at Portland, Maine-based Simmons Wilkes Investment Advisors. That brings the group’s total corporate, family and individual assets to nearly $650 million, according to the firm.

Where Are the Departing UBS Reps Going?

Where Are the Departing UBS Reps Going?

By Janet Levaux, ThinkAdvisor – In mid-July, HighTower said former UBS advisor Michelle Murray had moved her team, which manages $200 million in assets, to the partnership.

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