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Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.
July 18
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Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.
July 13 -
His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.
July 6
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The new hires generated almost $2 million in annual revenue, according to the regional firm.
June 29
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The group joined the regional broker-dealer from Morgan Stanley.
June 26
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They play a critical role in recruiting and supporting advisers. See who made the cut for this year's honoree list.
June 26
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Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.
June 26
Mark Elzweig Co. -
The wirehouse said recently it plans to stop recruiting experienced advisers, but made an exception if talks with recruits started before June 1.
June 15
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The cases stem from the investment advice given by a now barred broker, who is accused of soliciting funds for a Miami Beach nightclub he owned.
June 14
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On Wall Street annually spotlights the work of the industry's elite leaders.
June 13
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The new hires joined Merrill from Morgan Stanley.
June 12
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He concealed 300 transactions over two years while raking in millions of dollars, investigators say.
June 2
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Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.
May 31
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The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25
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The new hire previously generated $1.4 million in annual revenue, according to his new employer.
May 24
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It seems that a long bull market in transition deals may be coming to an end.
May 23 -
The move is the latest in a string of new hires at the regional brokerage firm.
May 18
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The regional firm's latest hires come just a week after it hired a Morgan Stanley branch manager.
May 15
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The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10
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The role of the firm's latest hire has yet to be determined.
May 8
