Merrill Signs Ex-NFL Player to Head San Francisco Complex
Willie Thomas, a former Seattle Seahawk, has 20-plus years in the business and will lead nearly 200 reps.
UBS Reps to See Bigger Wealth Bonuses
The 7,000 reps are set to receive more fees and commissions tied to insurance, lending and planning work.
Merrill Grabs 6 Reps From Morgan Stanley, Others
The recruited reps have about $710 million in assets and $5 million in production.
Raymond James Taps Ex-Wirehouse Manager for Bay Area Growth
The former Morgan Stanley, Citi and Merrill Lynch employee will be based in San Francisco.
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014
The third quarter saw several firms get hit with problems, while others were able boost their financial results.
Morgan Stanley Courts Athletes, Singers With New Wealth Unit
The wirehouse targets top entertainers with about 70 financial advisors.
Morgan Stanley Payouts in ’15: Will a Boost in Deferred Comp Hurt Reps?
Industry experts are divided on the impact of this pay shift on advisor retention and recruiting.
2 Hybrid RIAs Add Wirehouse Reps in California
Plus, Lebenthal Wealth Advisors opens branch in North Dakota energy boomtown.
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits Rise
UBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
Wells Fargo Adds 2 Reps, Boosts Overall Headcount in Q3
The third-biggest wirehouse says its client assets total $1.4 trillion.