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Advisers on the move: wirehouse advisers with $750M in combined AUM go indie
Morgan Stanley has been at the heart of a number of recent adviser moves covered in the latest edition of On Wall Street’s roundup.

Two Morgan advisers and a UBS broker managing $750 million in client assets formed a new company with help from Dynasty Financial Partners. HighTower, Dynasty’s outsourcing rival, attracted a two-member UBS team at around the same time.

In other moves, three separate Morgan Stanley teams managing around $700 million in client assets joined a new Steward Partners office. Meanwhile, the wirehouse scored a recruiting victory of its own by drawing a Merrill Lynch team that oversaw $602 million in assets.

To learn more about these adviser moves and others, click through our slideshow. For a look at our previous roundup, see Advisers on the move: $1B Wells Fargo team goes indie.


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