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The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.
May 14
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The mammoth coup far outpaces other recruiting deals of recent memory.
May 10
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More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.
May 10
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The plan comes as part of CEO Ermotti's goal of narrowing the distance between his firm and its U.S. wealth management rivals.
May 10
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Arbitration panels and courts have already shown openness to arguments that deferred compensation is protected under federal retirement law.
May 8
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Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
May 7 -
Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
May 7
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An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7
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Combining the two partner firms will create an RIA with more than $50B under management.
May 6
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Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
May 4
