Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the addition of Knowlton, Knowlton, & Larsen: the firm’s first private wealth team to be headquartered in Boston, Massachusetts.

Source: Rockefeller Capital Management Expands Private Wealth Business into Boston, Welcomes Team of Five to Northeast Division | Business Wire

Financial advisors Mark Donohue and Gordon Sommer of The Donohue Group left Morgan Stanley May 14 to join the rebranded J.P. Morgan Securities unit led by Phil Sieg since his promotion last month. Sieg came to the firm last year after decades at Merrill Lynch. Donohue’s Palm Beach Gardens, Florida-based team managed $1.1 billion in assets and generated $6.4 million in trailing 12-month production at Morgan Stanley.

Source: $1.1B team drops Morgan Stanley for J.P. Morgan Advisors | Financial Planning

Ira H. Mark and Michael J. Berger left RBC on September 11 to return to Morgan Stanley, said one of four associates who moved with them to the wirehouse’s Jericho office on Long Island’s North Shore. The advisors, among RBC’s largest in metropolitan New York, produced just under $8 million in the previous 12 months on about $1.4 billion of client assets, said a person who claimed familiarity with their business.

Source: Morgan Stanley Lands $8-Million RBC Wealth Team in New York – AdvisorHub

Rockefeller Capital Management on Friday hired two advisors who had cumulatively spent their 40-year retail brokerage careers at Merrill Lynch, and whose ten-person team produced $6 million on about $750 million of client assets.

Source: Merrill Lifers with $6 Mln Production Move to Rockefeller in New Jersey – AdvisorHub

In Houston, Texas, Rockefeller Capital Management on Friday lassoed a three-broker team led by Shay Scruggs, a 19-year industry veteran, that generated $5  million in revenue, according to a person familiar with the move.

Source: UBS Brokers with $15-Mln Production Leave for Rockefeller, RBC and RayJay – AdvisorHub

LPL Financial is dialing back on a lucrative recruiting offer, reducing the transition assistance package by at least 20% to potential recruits, according to a memo sent this week to recruiters.

Source: LPL backs off lucrative recruiting deal

The latest RayJay recruits—Ricardo Armijo, Martha Siefman,Tim Cooper and two client associates—joined Friday on the eve of Labor Day weekend. At UBS, they generated about $4 million in fees and commissions over the past 12 months on about $600 million of customer assets, according to a well-placed source.

Source: Raymond James Hires $4-Million Michigan Team from UBS – AdvisorHub

Kieran J. Lynch, John Inserra, Craig Kaufman and Craig’s father, Joel, were producing $3.6 million in annual fees and commissions at UBS and managed around $550 million, according to a person familiar with their practice. Lynch, Inserra and the younger Kaufman are managing directors, First Republic said, while Joel Kaufman is a vice president.

Source: $3.6 Million UBS Team Joins First Republic in New Jersey – AdvisorHub