| 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 | |||
A BCG report finds private credit and hedge funds driving CIB growth while AI reshapes bank operating economics through 2030.
Janney opens a Houston office with four advisors from Raymond James as Rockefeller deepens its Naples, Florida wealth management footprint.
Bernstein Private Wealth experts says childless adults hold significant wealth yet rarely have a plan.
Shorter waits for failed SIE and Series 7 candidates take effect Jan. 19, speeding the path to registration.
Raymond James and Cetera also welcomed advisors from UBS and LPL as competition for experienced teams stays fierce.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor