Lavanya Nair
Financial Planning
New York, NY, United States
Contact Lavanya
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Past articles by Lavanya:
RBC snatches $250M advisor from Merrill Lynch
The regional BD has approximately 1,800 advisors. → Read More
Raymond James grabs $331M team from Wells Fargo
The advisors are the latest in a string to jump from a wirehouse to a regional BD. → Read More
Wells Fargo to redesign asset management brand: News Scan
The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais. → Read More
HilltopSecurities scoops $382M advisors from rival firms
The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals. → Read More
Raymond James snatches $787M advisors from four rivals
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners. → Read More
Janney grabs 2 teams with $373M from Wells Fargo, Merrill Lynch
Three of the four new hires have more than 20 years of industry experience. → Read More
EP Wealth promotes first women partners
The fast-growing firm positions the promotions as part of a cultural shift towards greater inclusion. → Read More
$174M Wells Fargo team joins Ameriprise
The newest recruits are indicative of the firm's hiring push. → Read More
Wirehouses lose advisors with $480M to Raymond James, Baird
The losing firms? Morgan Stanley and Wells Fargo. → Read More
Janney scores five advisors with $444M in AUM
The new hires come at the expense of Merrill Lynch and Wells Fargo Advisors. → Read More
Raymond James taps veteran Morgan Stanley manager to lead new complex
Bill Drew had been with Morgan Stanley and predecessor firm Smith Barney since 1995. → Read More