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The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.
February 6
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The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.
February 1
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CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1
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The firm suffered from market volatility in the fourth quarter.
January 31
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An uptick in retirements dampened the firm’s efforts to expand its brokerage ranks.
January 24
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The firm’s new leader Penny Pennington tapped managers, one a longtime veteran of the firm, for the executive committee.
January 23
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Increased volatility, rising protectionism and geopolitical tensions are still weighing on investors, the firm said.
January 22
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Overseeing money for the rich is supposed to be one of the best businesses in banking, but even the world’s biggest wealth manager is finding that it doesn’t always work out like that.
January 22
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Market volatility spurred clients into cash during the fourth quarter.
January 17
