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<b>The Takeaway:</b> Nasdaq reopens to wild applause
Portfolio Nasdaq halts for a few hours inexplicably, reopens and stocks soar. Yeah, I don’t get it either.
<b>The Takeaway:</b> Prepare thyself for the bond wars!
Portfolio Why stocks should act well as rates rise, even though this cycle is different. (…
<b>The Takeaway:</b> The trouble with low-volatility funds
Portfolio A Field Guide to Stock Market Corrections. (The Reformed Broker) Larry Swedroe on…
Merrill out to pasture?
Restructuring, if it happens, won't likely affect Merrill's advisers.
Wirehouses
Financial advisers Wirehouse 2Q 2013 % change vs. 1Q2013 %change…
The herd is thundering as strong markets buoy BofA Merrill Lynch
BofA Merrill Lynch continues to see its adviser ranks shrink, but average productivity is growing, topping $1 million for the first time thanks to strong markets.
Focus bolsters recruiting
Focus Financial Partners LLC is stepping up the competition for breakaway wirehouse brokers. The largest aggregation of…
Focus beefs up breakaway-broker recruiting team
New hires to target largest wirehouse teams looking to go independent.
<b>The Takeaway:</b> Are you in the secret wealth management cult?
Portfolio Joe Terranova takes a look at Q2 earnings season – the stats you want, the color you…
UBS charging clients fees to create financial plans
In another sign that the wirehouses are shifting from transactional business to more-comprehensive financial planning, UBS Wealth Management…
Judge denies Wells Fargo bid as MedCap suit rolls on
A Federal judge has put a sizable dent in Wells Fargo's plan to KO a class-action lawsuit filed by MedCap investors.
At UBS, wealth management shines with record profits
Higher managed account fees on higher average invested assets boost numbers.
New No.1 at top of wealth management ranks
UBS vaults past BofA in global AUM; Wells Fargo third on the list
<b>The Takeaway</b>: Keep an eye on that sales assistant!
Portfolio US economy adds 162,000 jobs in July. Here are some reactions from economists: (…
<b>The Takeaway</b>: S&P 500 breaks all-time high; time to start using margin
Portfolio The S&P 500 broke 1700 this morning for the first time ever. (The…
<b>The Takeaway</b>: The best (and worst) ETFs in every sector
Portfolio No change in Fed policy, in case you’re working out of a cave today. Wait, but then…
Janney lands Merrill team with more than $900 million
Group from Connecticut has $3.7 million annual production.
Interest rate spike boosts fortunes of broker-dealers
Citi analyst upgrades Schwab to buy, boosts price targets for LPL, TD Ameritrade.
BofA chief Moynihan cracking the whip
CEO said to summon managers for revenue push, cross selling progress.
All-star first baseman’s next position could be at Morgan Stanley
Diamondback's Goldschmidt has open invite to intern at the firm; tremendous work ethic
