By Andrew Welsch, Barron’s – Raymond James Financial hired a top-ranked advisor team from rival firm Baird, adding to a spate of hires at the brokerage firm over the past year.
By Miriam Rozen and Mason Braswell, AdvisorHub – Raymond James Financial has landed a heavy hitting team from its smaller regional rival Robert W. Baird & Co. in Reston, Virginia.
Two Merrill teams managing more than $1B unite to create independent firm Auric Capital Partners with Sanctuary Wealth.
By Jake Martin and Mason Braswell, AdvisorHub – The breakaway movement holds strong as two teams Merrill Lynch teams and another from Morgan Stanley have left to launch practices affiliated with Sanctuary Wealth and and Wells Fargo Advisors Financial Network.
By Andrew Welsch, Barron’s – Two advisor teams that oversaw more than $1 billion at Merrill Lynch jumped to Sanctuary Wealth, an independent broker-dealer and registered investment advisor that has helped dozens of their wirehouse peers go indie.
RBC Wealth Management-U.S. welcomes Merrill team, generating $3.6mm on a $560mm book, led by 24-year industry veteran Brian Coatoam.
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.
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.
By Jake Martin, AdvisorHub – Ivan Hendricks, a solo producer from Monroe, Louisiana, managing $280 million left Merrill Lynch for LPL Financial Strategic Wealth Services (SWS).
For this team, the pandemic served as an opportunity to reflect on the past and how they could better serve their clients in the future.
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