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The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.
August 5
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The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.
August 2
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Despite fewer incoming advisors, CEO Ron Kruszewski says the company’s pipeline is strong and extending to the independent channel.
August 2
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The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.
July 30
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Record-level asset management fees and investment banking revenues were credited with the increase in net revenue.
July 29
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CEO Jim Cracchiolo acknowledged that the firm attracted fewer experienced reps in the second quarter, even as its headcount ticked up by 2%.
July 27
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A new high in loan volume and a notable influx of advisory AUM drove the wirehouse’s business to more than half a billion dollars in second-quarter net income.
July 20
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CEO James Gorman says the company has created something new by adding Solium and E-Trade to its existing force of financial advisors.
July 16
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While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.
July 15
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Higher equity values and client activity pushed up the major custodian’s revenue in the second quarter, despite significant headwinds.
July 15
