'It's a tug of war. The firms want to keep more revenue, and the financial advisors want to do the same,' an industry recruiter says.
Leawood, Kansas-based Total Wealth Management has seven staffers.
The firm plans to convert the roughly 400,000 square feet of space into offices.
The asset manager is appealing its conviction for helping wealthy clients with cross-border cash moves.
Guy Metcalf has been with the Wall Street firm for 33 years.
The five advisors will operate as Meyer Rotolo Wealth Management.
The Wall Street firm wants a bigger slice of the wealth management pie.
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.
But big banks can fall flat when it comes to building a home for financial advisors.
'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.
Marin County, California-based Brian Wells has 25 years of experience.
Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.
Diversified revenue streams and Credit Suisse integration are key components.
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.
The California-based father-son team cite LPL’s resources for serving high-net-worth clients.
Bearish strategist Michael Wilson sees challenging times ahead for riak assets.
The advisor will serve clients in Winchester, Virginia.
Michael and Wes Climer join Linsco by LPL Financial from Wells Fargo.
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.’
A new firm is born in Houston with Linsco by LPL Financial.
