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By Janet Levaux, AdvisorOne |
August 21, 2012
These summer hires come on board with more than $1 billion in assets and $8 million in yearly production.
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By Janet Levaux, AdvisorOne |
August 2, 2012
The news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.
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By Janet Levaux, AdvisorOne |
May 23, 2012
A UBS team joins with about $1.3 million in production; an ex-Credit Suisse advisor comes on board with roughly $1.6 million of trailing 12.
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By Janet Levaux, AdvisorOne |
May 16, 2012
Meanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.
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By Janet Levaux, AdvisorOne |
May 8, 2012
Morgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.
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By Janet Levaux, AdvisorOne |
March 23, 2012
Morgan Stanley has continued to hire advisors despite broker defections, an executive-search consultant says.
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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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By Janet Levaux, AdvisorOne |
March 9, 2011
Morgan Stanley Smith Barney is letting several hundred lower-producing advisors go and may drop “Smith Barney” from the unit’s name.
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By Janet Levaux, AdvisorOne |
January 20, 2011
Advisors with Morgan Stanley Smith Barney had $14.1 billion in net new client assets in the fourth quarter