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Wells Fargo Q3 earnings beat estimates
The firm raised its full-year guidance again as it continues to benefit from higher interest rates.
Merrill advisors managing $390M jump to LPL Financial
The Fresno, California-based pair of advisors make the 50th team to join LPL’s Linsco channel.
Merrill adviser overseeing $350M moves to UBS
Matt Burton will join the firm’s Indianapolis office.
UBS nabs two teams from Bernstein Private Wealth
The teams, both in Philadelphia, collectively manage $1.7 billion in assets.
Advisors increasingly rely on home office models, survey says
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
Morgan Stanley raising pay hurdle for its financial advisors in 2024
'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.
RBC recruits UBS team overseeing $1B in client assets
Leawood, Kansas-based Total Wealth Management has seven staffers.
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.
