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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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HighTower nabs group from Merrill

A team of three New York-based financial advisers from Merrill Lynch Private Banking and Investment Group has joined…

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RayJay rolls out the red carpet

Morgan Keegan branch managers psyched to be a part of Raymond James, but what about consolidation?

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RJ buy may be tough sell to Keegan reps

During a conference call with analysts and reporters last Thursday, executives from Raymond James Financial Inc. made their…

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Do-it-yourself model gaining ground on advisers

When the going gets tough, investors seek help from investment professionals. That is the conventional wisdom, but it…

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Holding the line on prices is key to profitability

Advisers need to fight the temptation to cut the fees they charge their clients.

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Brokers who discount services are losing out

Financial advisers who cut their commissions when the market went sour shot themselves in the foot, according to a new study from PriceMetrix.

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Merrill Lynch hires 475 advisers; revenue off 1.9%

Bank of America Merrill Lynch hired 475 net new financial advisers in the third quarter, but revenue from the largest business unit of Bank of America Corp.'s global wealth and investment management division fell 1.9% to $3.43 billion

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In-branch Merrill Edge program adds brokers

Thousands of jobs at cost- conscious Bank of America may be on the chopping block, but one bank…

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Merrill team jumps ship, signs with Focus Financial

A team of Merrill Lynch Wealth Management advisers, frustrated with new rules at Mother Merrill preventing them from…

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Merrill bias suit gains class action status

Suit filed by broker in 2005 lives after appeals court reversal