Andrew Welsch is a former managing editor of Financial Planning.
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The bank was seeking to overturn some $400,000 in attorney fees awarded to four advisors as part of a $2 million case.
September 17 -
The firm is targeting elite advisors who cater to high-net-worth and ultrahigh-net-worth clients.
September 14 -
Some of the recently acquired advisors will open branch offices for the growing BD.
September 10 -
The free lunches are over. Sort of.
September 9 -
The regional BD’s accelerating recruiting efforts have boosted headcount.
August 28 -
Pressing the bank for examples of non-solicitation violations, the judge cut off JPMorgan’s attorney: “you are dancing all around my question.”
August 25 -
The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.
August 21 -
From regulations to taxes, big changes could be in the offing.
August 20 -
The new additions oversaw more than $275 million at their former employers.
August 19 -
The advisor is asking a judge to reconsider the order, saying he wasn’t given a chance to defend himself against accusations of violating a non-solicitation agreement.
August 11
