Financial Planning

Andrew Welsch

andrew.welsch@sourcemedia.com

Andrew Welsch is senior editor of Financial Planning and On Wall Street.

UBS aims for 25% increase in advisors at wealth center

The hiring plans coincide with the firm's rollout of its digital advice offering, UBS Advice Advantage, which is offered through its call center.

Reinvent Wealth Andrew Welsch April 17

Reinvent Wealth Andrew Welsch April 17
FINRA names CEO of Janney Montgomery Scott to board

Timothy Scheve will complete the term of John Thiel, the former head of Merrill Lynch, who left FINRA's board earlier this year.

Career moves Andrew Welsch April 16

Career moves Andrew Welsch April 16
Wells Fargo advisor headcount tumbles again

The brokerage ranks shrank by 258 from the year-ago period.

Wirehouses Andrew Welsch April 13

Wirehouses Andrew Welsch April 13
Time for Broker Protocol 2.0, says Raymond James' Elwyn

"If our profession truly cares about the well-being of our clients to the extent that the profession professes, then we need to swing this pendulum in the other direction," Elwyn says.

Broker Protocol Andrew Welsch April 13

Broker Protocol Andrew Welsch April 13
SIFMA rolls out new guidelines on data protection

Collaboration is key to the effort since there “is no competitive advantage to be the only firm engaged in data protection."

Cyber security Andrew Welsch April 13

Cyber security Andrew Welsch April 13

See more from Andrew Welsch