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First Republic

First Republic Bank is a San Francisco-based bank and wealth management company offering personal banking, business banking, trust and wealth management services.

Advisor moves
4/19/21 | Advisor Moves, News | First Republic, Morgan Stanley

First Republic Hires $4.6-Mln Morgan Stanley Team in NYC

Two Financial Advisors
First Republic, Morgan Stanley

First Republic Recruits Young Morgan Stanley Duo in L.A.

3/29/21 | Advisor Moves, News | 1 Comment

Dominique Jordan, 30, and Isaac Richard III, 28, who were profiled in August for being one of Morgan Stanley’s youngest-ever Black teams, mark the third group to join First Republic this year.

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Advisors
Citi, First Republic

First Republic Snatches Mega Citi Team with $14 Million Production

3/12/21 | Advisor Moves, News | 2 Comments

The 10-person group had been overseeing $2.9 billion in assets and is based out of New York City and Boca Raton, Florida.

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B. Riley, First Republic, Steward Partners

First Republic Hires $2-Mln B. Riley Broker in NY, Steward Hires Wells VA Duo

2/8/21 | Advisor Moves, News

First Republic’s hire is its first this year after scooping up eight teams in 2020 but marks an unusual recruit outside its typical Wall Street focus.

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New York, Virginia
First Republic
First Republic, Wells Fargo

First Republic Ups Incentives for Recruiters in Bid for Big Advisors

2/3/21 | Advisor Moves, News | 2 Comments

California-based private bank is giving select recruiters up to 12% of a prospect’s trailing 12-month production—double the industry standard—in an offer that expires in April.

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Advisor Moves
First Republic, UBS

UBS Lands $4.5 Million First Republic Team in Walnut Creek

2/1/21 | Advisor Moves, News | 8 Comments

Duo who had joined First Republic in 2013 after running their own RIA had been overseeing $900 million in assets, according to a person familiar with their book.

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Advisor Moves, California, First Republic, RIA, UBS, Walnut Creek
First Republic
Bank of America, First Republic, Merrill Lynch

First Republic Lands $8.7 Million Merrill Private Wealth Team

11/16/20 | Advisor Moves, News | 28 Comments

Group in Los Angeles led by John McNamee is at least the third multi-million Merrill team to join the San Francisco bank since August.

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Advisors
First Republic, Merrill Lynch

First Republic Founder Says Advisors Are Proving Their Worth

10/13/20 | News | 1 Comment

The advisory teams First Republic has been attracting from traditional brokers helped drive a 20% increase in third-quarter assets.

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First Republic Hires $2.5 Million Merrill Producer in California
Bank of America, First Republic, Merrill Lynch, Rockefeller Capital Management

First Republic Hires $2.5 Million Merrill Producer in California

9/14/20 | Advisor Moves, News | 2 Comments

San Francisco-based bank recruits another broker from the firm that once owned it.

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Merrill star Phil Scott left on Tuesday for First Republic.
Bank of America, First Republic, Merrill Lynch

Phil Scott, $18-Million Merrill Superstar, Joins First Republic

8/11/20 | Advisor Moves, News | 26 Comments

High-profile Washington State broker Phil Scott moved his 11-person team on Tuesday to First Republic.

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First Republic
First Republic, JP Morgan

First Republic Lands $12-Million J.P. Morgan Securities Team in NYC

7/31/20 | Advisor Moves, News | 8 Comments

Group of seven advisors and eight associates had overseen $1.7 billion in client assets and mark the fifth team to join First Republic this year.

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Michael Liersch, head of advice and growth strategies at Wells Fargo Private Wealth.
First Republic, Merrill Lynch

Ultra-High-Net-Worth Strategists Bolt Merrill, JP Morgan for First Republic and Wells

7/13/20 | News | 7 Comments

Stacy Allred, who guided Merrill’s richest clients on how to think about wealth, left after almost 20 years for First Republic while her former colleague Michael Liersch joined Wells Fargo after stint with J.P. Morgan.

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CORONACRASH NEWS

  • Stifel Bumps CEO Pay 15% to $11.5 Million

    Stifel Bumps CEO Pay 15% to $11.5 Million

    Apr 20, 2021
  • Fed to End Covid-19 Capital Break It Gave Wall Street Banks

    Fed to End Covid-19 Capital Break It Gave Wall Street Banks

    Mar 19, 2021
  • Credit Suisse Replaces U.S. Exec, Halts Bonuses as Clients Fume

    Credit Suisse Replaces U.S. Exec, Halts Bonuses as Clients Fume

    Mar 18, 2021
  • Firing of Billion-Dollar Broker Sends Warning on Work-from-Home Compliance

    Firing of Billion-Dollar Broker Sends Warning on Work-from-Home Compliance

    Mar 12, 2021
  • Big U.S. Banks’ Vows to Halt Job Cuts End as Virus Endures

    Big U.S. Banks’ Vows to Halt Job Cuts End as Virus Endures

    Feb 26, 2021

NEWS

  • RBC, Stifel Add Merrill Lifers in NY, NM

    RBC, Stifel Add Merrill Lifers in NY, NM

    Apr 22, 2021
  • Biden Eyeing Capital Gains Tax as High as 43.4% for Wealthy

    Biden Eyeing Capital Gains Tax as High as 43.4% for Wealthy

    Apr 22, 2021
  • SEC Chief Gensler Names Alex Oh to Lead Enforcement Division

    SEC Chief Gensler Names Alex Oh to Lead Enforcement Division

    Apr 22, 2021
  • Blucora Shareholders Shoot Down Activist’s Bid for Board Seats

    Blucora Shareholders Shoot Down Activist’s Bid for Board Seats

    Apr 22, 2021
  • Wells Terminates Three Brokers Over Past Insurance Sales

    Wells Terminates Three Brokers Over Past Insurance Sales

    Apr 22, 2021

Recruiting Winners: 2020 Year in Review

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Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
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