
Lorie Konish
Former managing editorKonish a former managing editor of On Wall Street.

Konish a former managing editor of On Wall Street.
UBS latest hires come after Morgan Stanley hired several UBS advisors earlier this month.
Wells Fargo has hired 17 advisors to its standalone branches and added nine advisors to its independent brokerage business, Financial Network.
Mitch Cox, head of wealth management in the Americas at Barclays, has left his position to pursue other interests, a spokesperson for the firm confirmed.
Bank of America Merrill Lynch released a new 401(k) report that shows that more employees are taking positive actions to save towards retirement, and financial advisors can have a direct impact on continuing that trend going forward.
Merrill Lynch Wealth Management has lured five advisors with $619 million in assets and about $2.9 million in production in its latest move in the hunt for advisory talent.
Morgan Stanley Wealth Management has snapped up a three-member team from Merrill Lynch with $1.3 million in production in the firms latest acquisition in its hunt for new advisory talent.
Steven Prediletto of Merrill Lynch says he was first impressed by the financial advisory industry from observing his aunt, also an advisor, when he would spend his summers visiting New York while he was growing up in the 1980s.
Bank of America Merrill Lynch saw record new financial benefit plan assets in last year as it plans to strengthen that growth with a bigger push into the investment bank in 2013.
Merrill Lynch has added four financial advisors overseeing $996 million in client assets from rival firms including Piper Jaffray, Morgan Stanley and Wells Fargo.
Peter Princi of Morgan Stanley relates his career as an advisor with the time he spent with the New York Mets.
UBS financial advisor Gregory Hersch, number seven on this years Top 40 Under 40 list, says that advisors who aspire to do better should become better listeners.
UBS financial advisor Daniel Rothenberg, number 9 on the Top 40 Under 40 List, says he advises aspiring advisors to build a team and the best story they can tell to clients.
When it comes to understanding white collar criminals, Walter A. Pavlo, Jr. wants financial services professionals to know one thing: they look a lot like them.
UBS Wealth Management Americas turned out a record fourth quarter, serving as a bright spot in an otherwise tough quarter for the Swiss bank.
For Wells Fargo Advisors Financial Network, offering financial advisors more choice in terms of how they want to practice helped propel the business to a record year in recruiting in 2012.
Morgan Stanley Wealth Management has snapped up five financial advisors from UBS who previously managed $750 million in client assets.
A former Morgan Stanley complex manager who felt he was forced to resign is set to receive $1 million in compensatory damages from the firm, according to a new ruling from an arbitration panel.
The three additions in New Jersey include a veteran financial advisor duo from Merrill Lynch and another advisor from UBS.
As the calendar turns the page to another year, 2013 offers the four largest U.S. wealth management businesses the opportunity to recapture some of the assets and talent they have been ceding to other firms.
A looming presidential election and fiscal cliff were not enough to dissuade employees from taking positive savings actions in their 401(k)s, according to Bank of America Merrill Lynchs latest quarterly numbers for its retirement and benefit plan services business.