| Firm | Stategist | 2010 close | 2010 EPS |
|---|---|---|---|
| Bank of America | David Bianco | 1,250 | $83.00 |
| Bank of Montreal | Ben Joyce | 1,155 | $79.00 |
| Barclays | Barry Knapp | 1,120 | $76.00 |
| Citigroup | Tobias Levkovich | 1,175 | $84.40 |
| Credit Suisse | Douglas Cliggott | 1,075 | $81.00 |
| Deutsche Bank | Binky Chadha | 1,275 | $84.60 |
| Goldman Sachs | David Kostin | 1,200 | $81.00 |
| HSBC | Garry Evans | 1,200 | |
| JPMorgan | Thomas Lee | 1,300 | $84.00 |
| Morgan Stanley* | |||
| Oppenheimer | Brian Belski | 1,225 | $78.50 |
| RBC | Myles Zyblock | $74.00 | |
| UBS | Jonathan Golub | 1,150 | $84.00 |
Mean: 1,193 / $80.95 Median: 1,200 / $81.00 High: 1,300 / $84.60 Low: 1,075 / $74.00 *Adam Parker joined Morgan Stanley the week of September 7 as U.S. equity strategist. He has not yet made forecasts for the firm. Source: Bloomberg | |||
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
