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The firm is also trying to upgrade its services for advisors through new digital chatting tools to get in touch with the corporate office without any phone calls.
October 28
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Higher interest rates pushed up profits as the company revealed the timing for completion of the massive $2.5-billion integration of its 2020 acquisition.
October 28
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The brokerage added more than 200 independent financial advisors for the second quarter in a row while driving up the productivity of its existing ranks.
October 26
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The Swiss bank grew its U.S. advisors by 2% in the third quarter,
October 25
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Long known for its investment banking and trading operations, the Wall Street bank is focusing on its wealth unit and tech ambitions.
October 18
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The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.
October 17
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Despite a difficult quarter for wealth management, BNY Mellon is celebrating the launch of its crypto custody services and the future of Pershing X.
October 17
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The influx during a challenging quarter displays how the wirehouse's three channels are starting to work together in tandem, CEO James Gorman says.
October 17
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Despite losing more than 500 brokers from its headcount in the third quarter, the wirehouse sees strong recruiting momentum in its pipeline.
October 17
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CEO Jamie Dimon drove the headlines with predictions about the "kind of odd" economy. Meanwhile, the firm's wealth units quietly added hundreds of recruits.
October 14
