Four winners of this year's Top 40 Brokers Under 40 overall and regional lists, from Morgan Stanley, Merrill Wealth Management, William Blair and RBC, joined industry experts in sharing how big brokerages can hold onto young advisors in a red-hot labor market.
The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.
The Narragansett Bay Group in Providence, which specializes in serving the ultra wealthy, intergenerational wealth and business owners, has moved to UBS.