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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.
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.
Wells Fargo advisor headcount tumbles again
The brokerage ranks shrank by 258 from the year-ago period.
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.
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."
See more from Andrew Welsch