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  1. Articles

    It's the time of year when wirehouses tinker with adviser pay plans

    Firms need to think differently as the arms race in upfront money continues unabated.

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    $5B Credit Suisse team latest to spurn Wells Fargo by joining Morgan Stanley

    Wells finds exclusive recruiting agreement not enough to close the deal with all of the Swiss firm's brokers.

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    Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal

    Wells executive says 'feeding frenzy' taking place over some high-end producers.

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    UBS hires three Credit Suisse teams with $3.2B in assets

    Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse.

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    Merrill team with $2.9 billion joins Raymond James

    Five advisers in New York bail on Merrill Lynch, the second multibillion-dollar wirehouse team to join RJ in the last five months.

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    Wells Fargo Advisors president Mary Mack pleased with reception from Credit Suisse brokers

    Executive sees recruiting opportunity across the country after October recruiting deal struck.

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    B-D claims Voya dinged former employee's record out of revenge

    A top adviser with Voya Financial Advisors Inc. earlier this month left the firm to join another broker-dealer, which claims Voya placed damaging information on the adviser's employment record in the wake of her departure.

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    What's ahead for the broker recruiting protocol in an age of generational transition?

    The question of who 'owns' the client becomes key as firms seek to 'marry' younger advisers to their older colleagues.

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    Pennsylvania advisers with $425M AUM jump to UBS

    One three-man team had $270M in assets, while a fourth individual joining separately had $155M.

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    Advisers seek independence, but less often as entrepreneurs

    Breaking away increasingly means joining an RIA, not starting one, Cerulli reports.

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    Merrill Lynch winning advisers as recruiting tides shift

    The wirehouse has become more aggressive and has attracted some big teams, though critics say such deals aren't a good measure.

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    Merrill loses $3.3 billion private banking team

    A group of advisers formerly in Merrill Lynch's elite private banking and investment group have left the firm to start an independent wealth-management practice.Corient Capital Partners, based in Newport Beach, Calif., was founded by advisers Chris Copps, Gordon Hassenplug, Darren Henderson,

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    At Edward Jones, it's still one person, one office

    As more and more firms push their advisers to form teams to better serve investors, one big name is bucking the trend. Edward Jones, founded in 1922 around a model of staffing one adviser per branch office, has no intention of changing its ways, according to John Rahal, a principal in charge of

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    UBS scoops up $1.3 billion Merrill private banking team

    In its latest recruiting win, UBS Wealth Management Americas has nabbed a team of three advisers who managed some $1.3 billion in assets for Bank of America Merrill Lynch's elite Private Banking and Investment Group. The trio, which includes advisers Melissa Corrado-Harrison, Greg Richardson and

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    Wells Fargo lands two Morgan Stanley teams with $1 billion combined

    Round of late summer hires includes $700 million team and $300 million team.