Advisors on the Move: $5B J.P. Morgan Team Lands at UBS
Some of the industry's most elite advisor teams moved their books of business to UBS in the last month, including a J.P. Morgan team with nearly $5 billion client assets and a $1 billion team from Morgan Stanley. The firm also attracted an $878 million team from Merrill Lynch. Meanwhile, Merrill lost a $1.4 billion team to the independent space with Dynasty Financial Partners.
See these and all the latest recruiting moves by clicking through our slideshow.