Business Transitions Articles

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United Capital Acquires $500 Million Houston-Area Firm

by FA Staff

The addition of Ellis & Ellis advisory firm creates the 50th United Capital office nationwide.

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Nicholas Schorsch And Other Top Execs Resign From American Realty Capital

by

Three top executives resigned from American Realty Capital Properties Inc., the U.S. real estate investment trust that has lost more than a quarter of its value since disclosing accounting errors.

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Raymond James Recruits $900M Team; Plants Flag In Manhattan

by

Raymond James & Associates, which has been working to increase its presence on both U.S. coasts the past two years, has finally planted its flag in the nation’s financial capital.

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Keating Joins Commonfund As New CEO

by FA Staff

Catherine Keating has joined the firm from J.P. Morgan.

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Wells Fargo Lands Big Broker Team From UBS

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Wells Fargo Advisors hired a Chicago-area team of brokers away from rival UBS's wealth management unit, where they managed $463 million in client assets.

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Raymond James Recruits $535 Million Team From Merrill Lynch

by FA Staff

The Spanos Group will open RJA’s first office in western Pennsylvania.

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Beacon Pointe Wealth Advisors Adds $500 Million Team

by FA Staff

Four advisors have joined the firm as partners in Scottsdale, Ariz.

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10 Most In-Demand Jobs For 2015

by FA Staff

If your clients are looking for a new job or their children are deciding on a career path, these professions have considerably more job postings per month than positions filled, according to...

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No Lone Wolves

by Dan Jamieson

Making a good transition means making a good team, says David Grau.

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Cetera Grants $6.7 Million To 61 Independent Advisors For Business Plans

by

Winners were chosen from nearly 400 applicants and will receive funding to implement their business growth plans.

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