Barclays Wealth

• 

  New Hire Roundup: Atlanta Capital Group Adds Two

  By Marlene Y. Satter, AdvisorOne  |  May 9, 2012

  This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.

• Baird Growing Revenues at 12.5% Annual Clip

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Milwaukee-based Baird says it has recruited close to 250 advisors over the past two years or so, and its veteran reps have been boosting average fees and commissions by about 12.5% in 2010 and 2011, putting its year-over-year performance ahead of some larger rivals.

• 

  Baird Boosts Recruiting as Reps Boost Sales 12.5%

  By Janet Levaux, AdvisorOne  |  March 2, 2012

  Milwaukee-based Baird now includes about 700 financial advisors, says Matthew Curley, national sales director and COO of Baird’s private-wealth management operations.

• 

  New Hires Roundup: 3 New Brokers at RJ; EisnerLubin Merges

  By James J. Green, AdvisorOne  |  December 21, 2011

  Raymond James adds brokers from UBS, MSSB in south Florida; Erado expands; SEC job openings.

• Barclays Wealth Adds 6 FAs from Merrill, Morgan Stanley & Goldman

  By Janet Levaux, AdvisorOne  |  July 1, 2011

  The new advisors join Barclays Wealth with about $1.1 billion in assets and $26 million in trailing 12-month fees and commissions.

• RJFS Bank-FA Group Positioned for Growth

  By Janet Levaux, AdvisorOne  |  December 28, 2010

• Raymond James FS Bank-Advisor Group Positioned for Rapid Growth

  By Janet Levaux, AdvisorOne  |  December 9, 2010

  Jeff Vitt, president of Tower Financial, is giving boutique firms like Baird and Barclays Wealth a run for their money.

• Barclays Wealth Opens New Trust Company

  By Marlene Y. Satter, AdvisorOne  |  November 5, 2010

  Wealth manager and advisor Barclays Wealth announced Friday that it had opened Barclays Wealth Trustees (U.S.), NA, a new national U.S. trust company headquartered in Delaware.

• Barclays Hires Merrill Veteran Steve Houston as a Wealth Management Chief

  By Janet Levaux, AdvisorOne  |  June 4, 2010

  Barclays Wealth has named a new head of its wealth management efforts in the Americas, former Merrill Lynch executive Steve Houston.

• Barclays' New Wealth Management Exec: Steve Houston, a Merrill Veteran

  By Janet Levaux, AdvisorOne  |  June 3, 2010

  Barclays Wealth, which bought part of Lehman Brothers in 2008, now has about 250 advisors in the Americas, and a total of 1,680 FAs worldwide.