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First Republic

First Republic Bank is an American bank and wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele. The bank specializes in delivering personalized relationship-based service through preferred banking or trust offices in the United States.

Two Financial Advisors
3/29/21 | Advisor Moves, News | First Republic, Morgan Stanley | 1 Comment

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

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.

Read More

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.

Read More

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.

Read More

First Republic Bank
Apollo Group, First Republic, Morgan Stanley

First Republic Lures $7-Million Morgan Stanley Private Wealth Team in NYC

5/22/20 | News | 2 Comments

Four advisors who were overseeing $1.3 billion left the wirehouse on Friday, ahead of the long holiday weekend.

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CORONACRASH NEWS

  • 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
  • Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

    Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

    Feb 25, 2021

NEWS

  • This Week’s Top 5: Merrill Targets Seasoned Brokers in Key Markets, J.P. Morgan Advisors Replaces CEO, and More

    This Week’s Top 5: Merrill Targets Seasoned Brokers in Key Markets, J.P. Morgan Advisors Replaces CEO, and More

    Apr 17, 2021
  • Focus Financial Cuts Exec Comp, CEO Pay Falls 16.6%

    Focus Financial Cuts Exec Comp, CEO Pay Falls 16.6%

    Apr 16, 2021
  • Morgan Stanley Net New Assets Hit Record $105 Billion in First Quarter

    Morgan Stanley Net New Assets Hit Record $105 Billion in First Quarter

    Apr 16, 2021
  • Rockefeller Lures $2.2-Million Merrill Team in Michigan

    Rockefeller Lures $2.2-Million Merrill Team in Michigan

    Apr 16, 2021
  • Morgan Stanley Burned by $911 Million Hit on Archegos Blowup

    Morgan Stanley Burned by $911 Million Hit on Archegos Blowup

    Apr 16, 2021

Recruiting Winners: 2020 Year in Review

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As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
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Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
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Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.

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