Raymond James Wraps Up Purchase of Alex. Brown
The 193 wealth advisors at the boutique firm are now on the parent firm's platform, according to the head of the new unit.
RBC Nabs Billion-Dollar Morgan Stanley Group in Texas
The news comes one week after RBC recruited an advisor in Houston from Wells Fargo.
Morgan Stanley Profits Drop 14%: Q2 Earnings
The wealth group had pretax earnings of $859 million, down 3% from a year ago.
How a UK Advisor, Strategist Handled Brexit
London-based Raymond James wealth manager Matthew Hunt and his colleague, Chris Bailey, say their clients aren’t panicking as "the dust settles."
Morgan Stanley Expands Nonresident Wealth Business
It adds two executives from Credit Suisse to boost these operations, which have some 400 reps and $90 billion in assets.
Should UBS Sell UBS Americas?
Rumors are surfacing again, only to be denied by UBS. But “the conversation does make sense,” Aite’s Alois Pirker tells ThinkAdvisor.
Edward Jones’ Jim Weddle: Readying for the Future
The head of the national broker-dealer looks at long-term trends in wealth management and sees big opportunities.
RBC Taps BlackRock Exec to Lead Retirement, Fund Business
Kim Mickelson comes on board about six weeks after CEO Michael Armstrong took over as head of the U.S. wealth group.
Client-Centric CEO: Raymond James’ Paul Reilly
Raymond James CEO Paul Reilly talks to Research magazine about connecting with clients, the burden of regulation and the future of full-service advisors.
UBS Partners With SigFig on Tech Platform
The Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.