A.G. Edwards

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  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

  By Marlene Y. Satter  |  February 2, 2012

  This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.

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  Wirehouse Market Share Declines as Firms Focus on Profitability

  By Gil Weinreich, AdvisorOne  |  January 18, 2012

  Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.

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  Raymond James Adds 5 Advisors From Wells, UBS

  By Janet Levaux, AdvisorOne  |  January 5, 2012

  Five reps join Raymond James as employee advisors in the Southeast with about $4 million in yearly fees and commissions and close to $700 million in combined assets.

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  UBS Adds 8 Advisors With $994 Million; Raymond James Hires 3 With $281 Million

  By Janet Levaux  |  August 30, 2011

  UBS said late Monday that it had hired eight financial advisors recently with $994 million in assets, including three from Bank of America-Merrill Lynch (BAC). Meanwhile, Raymond James said early that it added three financial advisors with a total of $281 million in assets.

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  New Hire Roundup: Seilers Join Raymond James and Williams Moves Up, Carson Wealth Launches RIA

  By Marlene Y. Satter  |  July 28, 2011

  This week in new hires, the Seiler brothers went to Raymond James, while Greg Williams was named to a new position there; Carson Wealth Management launched its own RIA; and Aaron Cooper and Richard Perkins went to Putnam.

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  Raymond James Grabs $500 Million Morgan Stanley Team

  By Janet Levaux, AdvisorOne  |  July 25, 2011

  The Seiler brothers, a high-net-worth team that manages more than $500 million, joined Raymond James & Associates from Morgan Stanley Smith Barney, Raymond James said Monday.

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  The New Wirehouse World

  By Janet Levaux, AdvisorOne  |  May 1, 2011

• Ben Edwards Opens 14th Branch, Its First in North Carolina

  By Janet Levaux, AdvisorOne  |  December 6, 2010

  Veteran advisor Steven Perry joins Benjamin Edwards from Wells Fargo Advisors

• Ben Edwards Opens 12th Branch

  By Staff Writer  |  November 16, 2010

  The brokerage firm adds five advisors, including some from Wells Fargo, in Danbury, Conn.

• Ben Edwards Opens 12th Branch

  By Janet Levaux, AdvisorOne  |  November 16, 2010

  The brokerage firm adds five advisors, including some from Wells Fargo, in Danbury, Conn.