Andrew Welsch

Senior Editor

Andrew Welsch is senior editor of On Wall Street.

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The former advisor swindled 22 clients out of their funds, telling them that they were investing in tax liens when he was really using the money to pay his bills, authorities claim.
Seeing "great bargains," advisors have been upping client allocations to equities.
These insights can help advisors use modern communication channels most effectively.
The wirehouse's three newest recruits come from Credit Suisse.
William Blair, a Chicago-based financial services firm, said it hired a 24-year industry veteran.
Two advisors passed on an opportunity to join Wells Fargo, which recently inked a recruiting deal with Credit Suisse.
The wirehouse said it recruited the advisors from Credit Suisse.
Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home.
The wirehouse pulled over four teams from Credit Suisse.
In one of the largest moves, the wirehouse picked up a team from Credit Suisse that generated $6.4 million in annual revenue and oversaw $610 million in client assets.
Advisors can assist their aging clients having a hard time keeping a family-run business in the family.
The firm said it landed the mega team from Merrill Lynch, marking it the largest recruiting move in Raymond James' history.
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