Wirehouses

Displaying 1562 results

Topic

Wells Fargo resumes job cuts

The bank is breaking with some U.S. competitors that have resisted layoffs amid the pandemic

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Merrill team with $530 million goes indie with Sanctuary

The eight-person Longo Group is based in Slidell, Louisiana

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Merrill Lynch releases adviser diversity data

Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals

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UBS revamps wealth unit, aims to lend more to clients

The changes in its legal structure will help the bank meet its target of lending $20 billion to $30 billion a year to wealthy clients outside Switzerland

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Broker recruiting moves plunge amid pandemic

But one arm of Wells Fargo Advisors has been a popular destination for advisers in the first half of the year

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McCann stepping down at UBS

After joining from Merrill Lynch in 2009, he was credited with injecting new life into UBS' U.S. wealth management business

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Merrill puts trainees’ sales efforts on hold

Calls by adviser newbies were violating compliance rules, report says

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Three UBS advisers managing $1 billion move to Stifel

The team of Gary Bice and Michael Leach and a solo adviser, John Prebay, join in Southfield, Michigan

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Morgan Stanley team managing $675 million moves to RBC

The four-adviser group in Beverly Hills, California, cites RBC's affiliation with City National

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Merrill Lynch launches Personal Wealth Analysis for advisers

The wirehouse integrated its legacy planning and portfolio analysis tools into a redesigned interface for advisers