-
They have begun eyeing clients with $1 million and less.
June 21
-
Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.
June 19
-
Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.
June 17
-
Banks are trying to catch up with the amenity-rich offices of tech firms.
June 17
-
The regional BD has maintained a steady influx of wirehouse advisors.
June 13
-
Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.
June 12
-
The firm said this is the first of several new teams it plans to add this summer.
June 12
-
The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.
June 12
-
“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.
June 12
-
Brokers “have become accustomed to this kind of deal structure,” COO Ed Swenson says.
June 11
-
The firm had cut back on hiring efforts in 2016, citing exorbitant costs.
June 6
-
"You should buy into IPOs to hold them, because you believe in the company," James Gorman said.
May 23
-
-
CEO Sergio Ermotti has resisted pressure from some investors for large-scale layoffs, opting instead for smaller cuts with less impact on morale.
May 15
-
The regional BD has approximately 1,800 advisors.
May 14
-
The advisors are the latest in a string to jump from a wirehouse to a regional BD.
May 14
-
Across Wall Street, questions are flying about how the wirehouse has handled the biggest U.S. IPO of the past five years.
May 14
-
The RIA is the largest firm to depart the protocol in more than a year and a half.
May 14
-
The ride-hailing platform’s IPO may test how wealthy clients react if they don’t fare so well.
May 13
-
Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.
May 10
