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Home Financial Planning

UBS, Morgan Stanley lose big teams in Advisor Moves

by FeeOnlyNews.com
3 hours ago
in Financial Planning
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UBS, Morgan Stanley lose big teams in Advisor Moves
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Sometimes recruiting deals in wealth management can resemble a busy airport with advisors coming and going from the same destinations seemingly all at once.

This week presented just such a spectacle with Morgan Stanley and RBC picking up teams from UBS, and then RBC and Merrill pulling recruits from Morgan Stanley. United Capital, Mercer and Lido Advisors also made big purchases. Read on below.



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