The dust is yet to settle for Merrill in DC. Last week they lost a $600M team, today Mikail Qazi and Tim Martin have decided to join UBS Private Wealth.
Mikail…
There really should be memes created in honor of Andy Sieg. If there was ever a bigger corporate shill for a brand now owned by its banking overlord - it’s…
UBS has taken over the high-end wealth management recruiting market and is showing no signs of letting up. Through the first four months of 2021, ending in April, UBS has…
Stifel has been a recruiting dynamo for the past three years. The culture, leadership, and comp offered at the ‘super regional’ has resonated with wirehouse advisors seeking friendly confines. Based…
Wells Fargo announced today that they will continue, in perpetuity, the largest recruiting deals on the street. They also reiterated their commitment to significantly reward recruiters for pushing valuable recruits…
As the recruiting year heads to its close the patterns and rhythms in wealth management seemed to have accelerated. Not only are more teams making transitions, but larger teams are…
Wells Fargo keeps digging its way out of the negative headlines and walking its way into the good graces of advisors and ultimately, clients. The announcement of a new head…