Krawcheck Calmly Rips Microsoft CEO Over Comments on Women
Krawcheck criticizes Satya Nadella’s advice that women shouldn’t ask for raises but should rely on “karma” instead.
Raymond James Sees Growth in RIA Unit; Adds Social Media, ETF Offerings
Relaunched and reinvigorated RIA custody unit has 110 RIA clients with $10 billion in AUM, adds Hearsay Social platform and 120 no-transaction-fee ETFs.
Raymond James Highlights Women’s Achievements, Tech Updates
The firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.
Raymond James Reworks Employee Channel Leadership
The shifts are announced ahead of its Women’s Symposium and investment advisor confab.
12 Best & Worst Broker-Dealers: Q2 Earnings, 2014
Some of Wall Street’s major players still struggle with litigation expenses; many are finding ways to further boost their wealth results.
Morgan Stanley, Raymond James Add $1M-Plus Reps, Team
Baird hires a branch manager from Wells Fargo in Philadelphia.
Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
Wells Fargo, Raymond James Recruit Teams; LPL Adds 13 Reps
Plus, HighTower and NFP add separate retirement plan groups to their operations as partners.
Commonwealth Grabs Group From LPL-Affiliated Firm
Benjamin W. Wong and Associates joined Commonwealth after their previous firm, Financial Telesis, was bought by an ex-LPL exec.
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.