Andrew Welsch
Senior EditorAndrew Welsch is a senior editor of Financial Planning and On Wall Street. Follow him on Twitter at @AndrewWelsch.
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“When you mess with everybody’s day to day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.February 14 -
The proposed acquisition is under scrutiny from advisors as well as the Justice Department.February 10
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A chance phone call and breakfast changed these advisors’ career trajectories.February 10
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The agency is seeking additional information from the firms as well as competitors and advisors.February 6
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The firm is drawing heightened interest from advisors generating between $1 million to $5 million, according to CEO Paul Reilly.January 23
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The arbitrators based their ruling “on the defamatory nature of the information.”January 22
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The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.January 16
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The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.January 14
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“This didn’t seem like a very fair process,” says the ex-advisor, who was ordered to pay the firm $206,000 for breach of promissory note.January 8
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The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.January 2
