
Bank Reps on the Move

Drew Brahos, Bank of the West

Norman Greenidge, Northern Trust

Michael Mortensen, Union Bank

Bernard Ngo, Monarch Bank

Susan Pickering, Associated Banc-Corp








The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
Social media platforms can change quickly (case in point: X). In response, advisors who may instead choose to rely on their own communication channels.
Stifel CEO Ron Kruszewski said a surge in advisor recruiting and record wealth management results could lead the firm to invest even more in hiring in 2026.
In a court petition, Citi cites numerous messages showing former global head of platform and experiences Julia Carreon allegedly praising Sieg for his work overhauling the firm's wealth management division.
Two teams and one advisor managing a combined $1.3 billion choose to set up shop at Wells Fargo's channel for independent advisors.
The new business intelligence service uses several key performance indicators to help advisors decide how to best manage their talent and resources.