A four-adviser team managing $500 million at Bank of America in Greenville, South Carolina, has joined Baird. The team, known as the HBGW Group, includes advisers Brian Hungerford, Dee Bingham, Lynn Garrick and Hunter Williams. [More: Wells Fargo adviser managing ...

LPL Financial announced First Citizens Investment Center, which manages approximately $235 million in assets, is joining LPL’s institutional services platform. The advisers at First Citizens had been affiliated with Cetera Investment Services previously. First Citizens Investment Center is located at ...

A team led by Richard Kersting that managed $950 million at 1879 Advisors has joined New York-based Kuttin Wealth Management, a firm whose representatives are affiliated with Ameriprise. Kersting, who has 33 years of experience, according to BrokerCheck, leads the ...

LPL Financial on Monday said it had recruited a three-person team of financial advisers that will work in a new office in Charlotte, North Carolina. Winget Benton Wealth Management is comprised of advisers Al Winget, Rob Benton and Andrew Robson, ...

Advisory industry recruiting activity has still only partially rebounded from its pandemic standstill, according to an analysis of the latest Advisers on the Move data. Total moves of experienced advisers were up 10% year over year through the first three ...

An eight-member team managing $1.5 billion at Truist Investment Services in Palm Beach, Florida, and Bethesda, Maryland, has joined Rockefeller Capital Management, a New York-based firm managing $85 billion. The leaders of the firm, Peter Clarke, Drew Karr and Neva ...

Two advisers managing $189 million at Truist in Dalton, Georgia, and a trio managing $119 million at Merrill Lynch in Fayetteville, Georgia, have joined the employee unit of Raymond James. Joel Theis and Zach Theis were formerly at Truist. Joining ...

Francine Payson and Tarek Salhab, who managed $215 million at Merrill Lynch in Fort Myers, Florida, have joined the employee unit of Raymond James. The two were joined in the move by client service associates Gail Siebenmorgen and Lynda Demarco. ...

Scott E. Howell, who served $400 million in assets while a representative at HSBC in New York City, has gone independent and affiliated with LPL Financial. He also will use LPL’s corporate registered investment adviser and custodial platforms through Gladstone ...

A two-adviser team managing $1.5 billion at GenSpring SunTrust Private Wealth in Palm Beach, Florida, has joined Homrich Berg, an Atlanta-based registered investment adviser managing $10 billion. Kevin Campbell and Amy Owen have opened an office for Homrich Berg in ...