The firm reached records in rep headcount and advisory assets after closing the Charles Stanley deal in the first quarter.

Zurich-based bank's wealth management results came in weaker than expected in Q1, and trading revenue suffered a big hit.

After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.

The firm’s financial advisor headcount and its client assets drove up its business in the first quarter, despite the impact of lower asset values.

The Pennsylvania firm saw its revenue climb 28% from one year ago to $581.4 million for the quarter.

Company leaders say the quarter was a mixed bag of ongoing progress while contending with a challenging environment.

BNY Mellon CEO Todd Gibbons says the revenue decline reflects business lost in 2021

Executives of firms like J.P. Morgan, Morgan Stanley and Bank of America benefited from a stronger market in 2021 that increased incentive pay.

Earnings for Merrill Lynch Wealth Management and Private Bank jumped 28% in the quarter.

A drop in non-interest revenue across businesses offset higher income driven in part by Citi’s Personal Banking and Wealth Management division.