Advisors on the Move: Wells Fargo Loses Recruits with $1.3B
Big teams and big producers have been switching firms in recent weeks. Two Wells Fargo teams managing a combined $1.3 billion joined U.S. Capital Advisors. Wells also lost a handful of advisors who oversaw $780 million in combined assets to Benjamin Edwards. Meanwhile, Morgan Stanley is chasing after a big prize: a bunch of Credit Suisse advisors who specialize in working with Latin American clients and who are managing about $36 billion in client assets.
See these and all the latest recruiting moves by clicking through our slideshow.