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Wells Fargo buying Neiman Marcus space in NYC for $550M
The firm plans to convert the roughly 400,000 square feet of space into offices.
UBS wants court to erase $1.9B asset-hiding fine
The asset manager is appealing its conviction for helping wealthy clients with cross-border cash moves.
Morgan Stanley banker to retire after $850B in real estate deals
Guy Metcalf has been with the Wall Street firm for 33 years.
$500M Louisiana team joins Raymond James
The five advisors will operate as Meyer Rotolo Wealth Management.
Wells Fargo attracting advisors to fast-growing indie channel
The Wall Street firm wants a bigger slice of the wealth management pie.
Wells Fargo names Tom Nides vice chairman
Nides, former U.S. ambassador to Israel, has moved back and forth between Washington and Wall Street for years, including two stints at Morgan Stanley.
Former Merrill star manager Oden jumps to HSBC
But big banks can fall flat when it comes to building a home for financial advisors.
Don’t expect another bull run anytime soon, says Morgan Stanley strategist
'We really hit a wall at the end of July, and that's when the market really put in its year-to-date highs,' says Lisa Shalett.
UBS advisor managing $435M moves to RBC Wealth Management
Marin County, California-based Brian Wells has 25 years of experience.
Wells Fargo advisor managing $175M jumps to LPL
Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.
UBS to set out US growth plan, but not until early 2024
Diversified revenue streams and Credit Suisse integration are key components.
Morgan Stanley sued for $750M by private equity firms claiming fraud
The disputed deal involved a loan to Miami-based Brightline Holdings, which is developing a high-speed rail line between Los Angeles and Las Vegas.
LPL adds $1.2 billion pair from Morgan Stanley
The California-based father-son team cite LPL’s resources for serving high-net-worth clients.
2024 to be a tough one for equities, says Morgan Stanley
Bearish strategist Michael Wilson sees challenging times ahead for riak assets.
Former Edward Jones office administrator returns to firm as financial advisor
The advisor will serve clients in Winchester, Virginia.
Father-son financial advisors launch Climer Wealth Management Group
Michael and Wes Climer join Linsco by LPL Financial from Wells Fargo.
Strategic visionary who sticks to his guns
Morgan Stanley’s CEO, InvestmentNews' 2023 Icon, has upset advisors at times with his policies but is revered for leading spectacular growth and his Smith Barney ‘master stroke.’
LPL welcomes $205M team to its employee advisor channel
A new firm is born in Houston with Linsco by LPL Financial.
Osaic nabs veteran Wells Fargo group managing $600 million in Michigan
Labor Day weekend is a traditional time for financial advisors to leave one firm and be recruited by another.
Former Wells Fargo exec Tolstedt deserves prison in accounts scandal, US says
Carrie Tolstedt, the bank's former head of retail banking, pled guilty this year to obstructing the investigation of the bank's fake accounts.
