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UBS
UBS loses $300M team to Stifel as wirehouse exodus accelerates
Wirehouses are losing talent as advisors look to escape bank-owned firms.
Best pay for the $600K advisor
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
Best pay for the $400K advisor
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
Advisors on the Move: 30 career moves, $5.2B AUM
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
Barclays to retire $1.2B of ETNs
The shake up could strand investors with hard-to-trade securities.
Seeking new assets and advisors, banks buy into digital wealth
BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.
Another safe post-protocol landing: $900K UBS advisor joins Steward Partners
Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.
Why linking finance and wellness might attract millennial advisory clients
“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.
Identifying investment risk: Harvey Weinstein as Exhibit A
“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.
Voices
TRO shakedown waged by Morgan Stanley and UBS is already unraveling
Mark Elzweig
President
Mark Elzweig Co.
After both firms exited the Broker Protocol, their attempts to browbeat advisors have largely failed, one recruiter argues.
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