Harvey Kadden

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  Recruiting Wars for Teams Heat Up

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Recruiters say the departure of Harvey Kadden and his colleagues from Merrill should send a strong warning to Bank of America-Merrill Lynch — either improve the relationship between the bank management and FAs or watch more wealth managers depart.

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  Morgan Stanley Adds 7 Advisors, $1B in Assets

  By Janet Levaux, AdvisorOne  |  November 15, 2011

  Morgan Stanley Smith Barney said Tuesday that it had recruited seven financial advisors from Merrill Lynch, UBS and RBC with more than $1 billion in assets under management and total annual fees and commissions of roughly $11 million.

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  Morgan Stanley Adds 3 Advisors From UBS With Nearly $1 Billion

  By Janet Levaux, AdvisorOne  |  November 4, 2011

  Morgan Stanley said Thursday it had recruited three UBS advisors in New Jersey and Georgia with nearly $1 billion in assets and more than $8 million in yearly fees and commissions.

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  BofA-Merrill Strikes Back, Snags Credit Suisse, Wells Advisors With $1.5B

  By Janet Levaux, AdvisorOne  |  October 31, 2011

  After losing a $1 billion team to Morgan Stanley, Merrill acts, then also hires 27 advisors for Merrill Edge.

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  $1B Merrill Team in New York Jumps to Morgan Stanley

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  Following Krawcheck’s departure, the group of five veteran advisors led by Harvey Kadden decided to leave, too, sources say. Recruiters says departure sends a strong warning to B of A-Merrill.