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Kelly King, BB&T's chairman and chief executive, expressed frustration with the interest rate environment. It's "challenging to get expenses down today."
November 26 -
CPA/advisory firm BKD Wealth Management adds Wolf Financial Management, after a deal between the two parent companies.
November 26 -
UBS sought damages for breach of employment contract; an ex-UBS advisor countered that he brought in $20 million in net new assets.
November 24 -
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.
November 24 -
A Merrill Lynch advisor has left the wirehouse to join UBS Private Wealth Management.
November 24 -
Advisors from Morgan Stanley, with combined assets of more than $387 million, made the move to Merrill Lynch.
November 21 -
Advisors from Merrill Lynch and Wells Fargo were elected to IMCA's board of directors.
November 20 -
Stifel Financial hired a new branch manager who previously worked for Merrill Lynch.
November 20 -
Want a better way to help staff improve? Here's how to turn the end-of-the-year ritual into an experience that's productive for you and your employees.
November 19 -
A Morgan Stanley branch manager left the wirehouse to join Raymond James & Associates and help with the firm's expansion plans.
November 18




