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Wells Fargo Father-Son Team Accused of Concealing Assets in Divorce
California broker John Draper and his son Derek transferred and hid family assets after Wells failed to freeze accounts, according to the lawsuit filed by Derek’s ex-wife.
Merrill Looks to Selectively Recruit Veteran Brokers: Exec
Signs of a thaw in the firm’s three-year recruiting freeze come in wake of 3% decrease in total advisor ranks for parent Bank of America.
D.A. Davidson Nabs $2.6-Mln Truist Team in Virginia
The three-advisor, legacy BB&T Securities team had managed $400 million in client assets at Truist in Virginia’s Shenandoah Valley.
J.P. Morgan Taps Phil Sieg to Lead Traditional Brokerage Group
Sieg, who had been running practice management for almost a year and is brother of Merrill wealth head Andy Sieg, takes the reins from Chris Harvey.
