LPL Lands $1B Ameriprise Team As Cetera And Raymond James Add Advisors
LPL added Cebert Wealth Advisors from Ameriprise, while Cetera and Raymond James announced more advisor moves across several markets.
Wells Fargo, LPL And Cetera Add Advisor Teams In New Recruiting Moves
Wells Fargo, LPL and Cetera added advisor teams from Morgan Stanley, UBS and Commonwealth as recruiting activity continues.
Cetera, LPL And Prime Capital Add Advisor Teams Across Several Markets
Cetera, LPL and Prime Capital added advisor talent from Osaic, Nations Financial Group and other major firms as recruiting continues.
Raymond James And Ameriprise Add Advisor Teams With Nearly $285M In Assets
Raymond James and Ameriprise added advisor practices overseeing nearly $285M, expanding wealth teams tied to FNBO and The Atlantic Group.
Nicholas Iarrapino Joins Wells Fargo FiNet With Fischman Azar Group
Nicholas Iarrapino joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s planning-based wealth management services.
Tomer Mizrahi Joins Wells Fargo FiNet With Fischman Azar Group
Tomer Mizrahi joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s wealth management and planning services.
Merrill Lynch Advisors Move to Wells Fargo FiNet
Two Merrill Lynch advisory teams with $1.4 billion in client assets move to Wells Fargo FiNet and form Twin Harbors Private Wealth in Melville, New York.
Carey Olsen Supports Bloomsbury Money’s Jersey Licensing Milestone
Carey Olsen advises DMALINK Jersey Limited’s Bloomsbury Money on securing a Jersey money services business licence, expanding its fintech and digital asset offering.
Alex Picot Trust Appoints Simon Morgan as Consultant
Alex Picot Trust appoints Simon Morgan as part-time Consultant, strengthening its Jersey private client offering with more than 40 years of trust industry experience.
Maples Group Builds Out Jersey Fiduciary Team with Two Senior Hires
Maples Group expands its Jersey fiduciary services team with senior appointments of Dameon Gaynor and Olivia Shanks, strengthening its corporate and fund services offering.