Moves
Advisor moves: Raymond James lands $460M father-son team from Wells Fargo
Elsewhere, LPL recruits a $160M Edward Jones advisor in Alabama as William Blair opens a Dallas office with an ex-UBS wealth team
Summary as published by InvestmentNews
More on Raymond James
Raymond James hub →Financial Advisor IQ · Oct 27, 1:00 PM ET
Wells Fargo Loses FA Duo with $460M to RayJayWealthManagement.com · Oct 27, 11:39 AM ET
$1.1B Georgia Team Leaves Raymond James for IndependenceFinancial Advisor IQ · Oct 25, 1:00 PM ET
Rockefeller Lures FAs with $1.8B from J.P. Morgan, UBSWealthManagement.com · Oct 23, 2:10 PM ET
Raymond James Recruits $700M Advisor Team from Truist
More on Wells Fargo
Wells Fargo hub →Financial Advisor IQ · Oct 27, 1:00 PM ET
Wells Fargo Loses FA Duo with $460M to RayJayNASAA · Oct 15, 11:00 AM ET
NASAA Announces Settlement with Wells Fargo and Merrill Lynch Over Excessive Commissions on Small-Dollar Trades
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