Andrew Welsch
Managing EditorAndrew Welsch is the managing editor of Financial Planning and On Wall Street. Follow him on Twitter at @AndrewWelsch.
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The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.January 14 -
The group leader, advisor Lars Olson, had been with the wirehouse since 1994.January 13
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Policy changes could deprive some politicians of significant campaign funds.January 12
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The new additions join a set of big hires at the wirehouse.December 21
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The UHNW unit signed advisors managing a combined $3.7 billion this year and committed to maintaining a physical presence in its New York headquarters.December 21
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Like its largest rivals, the wirehouse kept grids at par after a tumultuous 2020.December 17
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The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.December 16
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It’s the second-biggest hire of the year for the wirehouse.December 15
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The firm’s four new additions came from two wirehouses.December 15
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After a volatile year, advisors get a reprieve when it comes to payout changes.December 14
