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Despite record revenues from wealth management, Bank of America reported that profits slid 43% due to $4 billion in litigation expenses.
July 16 -
A Morgan Stanley team that managed over $650 million has gone independent using a new consultant.
July 16 -
Benjamin F. Edwards grabbed nearly a dozen advisors and opened offices in three states.
July 15 -
A Morgan Stanley advisor with $200 million in assets under management has rejoined Merrill Lynch.
July 15 -
Richard Gill's departure from Focus follows the exit last month of Michael Paley, who co-led the firm's mergers and acquisitions team.
July 15 -
Many firm founders are deciding that their legacies don't need to be enshrined in their firms' names.
July 14 -
The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.
July 14 -
Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.
July 14 -
D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth.
July 14 -
Morgan Stanley has picked up five financial advisors from Merrill Lynch, Wells Fargo and J.P. Morgan.
July 11
