Buy the Book: When to Purchase Your Client List
When does it make sense to buy your list of clients? Attorney Alan Foxman explains.
More in Wirehouses
The seven-member group left Morgan Stanley to join Wells Fargo. more »
Raymond James lured away a Morgan Stanley advisor managing more than $85 million in client assets. more »
Client assets top $2 trillion, although representative head count is down 2.3% on the year. more »
Jones' football prospects are certainly bright. But what about his hoped-for career as a financial advisor? more »
Two advisors left Wells Fargo to join Stifel. more »
Net income for Bank of America's wealth management division slid to $706 million for the fourth quarter from $778 million for the year ago period. more »
An advisor managing more than $188 million in client assets joined Raymond James & Associates. more »
Net income for the unit hit $514 million for the fourth quarter, helping boost overall earnings, the firm reported. more »
Many advisors miss the old culture at their firms. What exactly are they longing for? more »
Raymond James lured away a UBS advisor managing more than $120 million in assets. more »
Advisors in the Midwest and on the West Coast noticed information from their accounts on Pastebin, a website notoriously used for posting hacked or leaked information. more »
U.S. Capital Advisors recruited a veteran Wells Fargo advisor who previously managed $550 million in assets as part of a three-person team. more »
The breach illustrates the danger posed when just one employee has unauthorized or unsecured access to sensitive information, as well as the ongoing threat to financial institutions from insider theft. more »
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