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Andrew Osterland

Andrew was a reporter on the InvestmentNews team from 2011 to 2013 before going on to become a freelance reporter. Connect with him here: @aoreport

Displaying 253 results

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Merrill adds a few heavyweights to herd

A team of financial advisers managing $261 million in assets, with more than $2 million in production, left…

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QB-turned-adviser goes RIA way

Southern California football star William Blanton — better known as Billy Blanton — has joined a new team.

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Veteran Merrill adviser jumps to Morgan Stanley Smith Barney

Sheehan a top adviser in Virginia; second tour at MSSB

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Merrill adviser says gut told him to move to Janney

Smaller regional offers both scale and autonomy, independence

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Janney signs more wirehouse advisers

Peter Sampson, Kenneth Wiland Sr., and R. Morgan Purvis, as well as two assistants, joined the firm's Aiken, S.C., office from Morgan Stanley Smith Barney LLC, where they managed a combined $380 million.

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Oil price won’t grease the skids for higher rates

The rising price of oil may be instilling inflation fears in the market, but it isn’t likely to…

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McCann, rising at UBS, gets plum job

UBS AG appears to be making good on its pledge to sharpen its focus on wealth management and rein in its investment banking operations.

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UBS leaking oil, but wealth management staging ‘impressive turnaround’: McCann

Between a horrible investment-banking environment and an embarrassing $2.3 billion loss incurred by a London-based trader, UBS AG…

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Mix masters? Advisers getting better at optimizing client rosters

AUM down in 2011, but production up; 'focusing more on their larger accounts'

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Ameriprise eyes recruiting boost from ‘wirehouse fatigue’

Despite a tumultuous year, Ameriprise shifted into 'aggressive growth mode' with a 40% hike in recruiting.