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From the courthouse to the wirehouse, Racquel Oden has blazed her own path. Now she's helping new advisors find theirs in her new role as head of Merrill Lynch's training program.
May 1 -
In the bank channel, fee business is still the exception, not the rule. Likewise, working in teams is not the norm.
May 1 -
Merrill Lynch has scooped up two advisors with $3 billion in assets under management from rival wirehouse giants UBS and Deutsche Bank.
May 1 -
The value of advisory firms is now being driven by growth, cash flow and risks, says investment banker and consultant David DeVoe.
May 1 -
U.S. stocks fluctuated, after the Dow Jones Industrial Average rose to a record yesterday, as investors dissected corporate earnings and data showing an unexpected gain in jobless claims and higher consumer spending.
May 1 -
Pacific Investment Management Co.s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserves long-term policy rate will be half of what policy makers are forecasting.
May 1 -
John Hughes, the former senior trader on the exchange-traded funds desk at UBS AGs global synthetic equities division, was banned from working in the U.K. finance industry over his involvement in a $2.3 billion unauthorized trading loss caused by Kweku Adoboli.
May 1 -
A story on investing trends for wealthy families drew this Twitter comment from family office CEO Arthur Salzer.
May 1
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Bank Investment Consultant unveils its annual Top 20 Program Managers, designed to recognize the most successful bank and credit union program managers on several criteria.
May 1
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Program managers are constantly juggling, trying to keep advisors and bank management happy. We've sliced and diced the data to present our annual Top 20.
May 1
