Andrew Welsch is a former managing editor of Financial Planning.
-
Eaton Vance and E-Trade deals expected to boost the firm’s performance.
January 20 -
Client acquisition was down compared to 2019, but still higher than in years past.
January 19 -
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 -
Policy changes could deprive some politicians of significant campaign funds.
January 12 -
The new additions join a set of big hires at the wirehouse.
December 21 -
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 -
Like its largest rivals, the wirehouse kept grids at par after a tumultuous 2020.
December 17 -
The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.
December 16 -
It’s the second-biggest hire of the year for the wirehouse.
December 15