Barclays U.S. Wealth May Fetch $250M, Credit Suisse Says
Barclays may fetch $150 million to $250 million for its U.S. wealth unit, according to analysts at Credit Suisse Group.
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TPM execs are eager to land business from banks and credit unions that still own their broker-dealer. Though few remain, the revenue potential for TPM firms is huge. more »
Potential clients won't know how good you are unless you can articulate your value and show them how you’ll fix their problems. more »
The industry believes that adding lending and other services to an advisor's offerings will improve client service and boost the bottom line. more »
Alejandro Ariel Torres allegedly cheated a customer out of nearly $60,000 in a start-up scheme that purportedly made the client a 50/50 partner. Torres was ordered to make the customer whole. more »
Kirsten Flynn Hawkins stole roughly $500,000 from a longtime customer over 33 months, starting shortly after he suffered a debilitating stroke in July 2011. more »
Tim Killgoar, Raymond James' former director of client experience, will focus on strategic initiatives for the banks and credit unions the division serves. more »
Dustin Hellams' job as a credit union advisor on an Air Force base gives him a full gamut of clients—from 19-year-old "kids" away from home for the first time to retirees. more »
The Swiss bank’s exit comes after a more than month-long review and as local firms expand in wealth management in a bid to tap the nation’s pension savers and rich investors. more »
The former leader of BISA's research arm and an ex-Comerica Bank wealth executive aim to help banks and credit unions compete more aggressively with wirehouses and independent firms. more »
Now that two of the biggest U.S. banks are convicted felons, the Justice Department appears to have proven the point it set out to make a year ago -- that it could deliver the harshest penalty possible against financial institutions without inflicting fatal wounds. more »
The acquisition will give Infinex increased scale as third-party broker-dealers struggle to offset rising regulatory and tech costs. more »
Three bank breakaways join two former colleagues who started the independent firm Standard Investment Advisors last year. more »
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