Where Are the Departing UBS Reps Going?
The firm is shedding advisors, who are moving on to a variety of rivals and going independent.
$3B Team Joins Wave of Reps Saying No to Stifel
The five advisors, who are going independent with Dynasty, are the latest to leave Barclays since Stifel said it would acquire the firm's wealth unit.
How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
Wells Fargo Mulls Robo-Advisory Offering
The news comes more than five years after BofA rolled out Merrill Edge.
Best Broker-Dealers Ranked by Financial Advisors: J.D. Power — 2015
Satisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options.
Global Stock Markets Saw Massive Inflows Last Week Despite Selloff
A funny thing happened in global financial markets last week, which could be a warning for future volatility.
Searching for Volatility in All the Wrong Places
Why is volatility in stocks falling while it's rising in fixed income?
Wells Fargo Grabs Morgan Stanley, Merrill Reps as Raymond James Nabs UBS Team
The four new Wells Fargo advisors come on board with some $900 million in assets; the new RJ group has some $300 million.
Raymond James Grabs $120M Team From Merrill
The two female financial advisors go independent with the firm in Utah.
Merrill Adds $750M Ex-Barclays Group in Houston
The group was part of Lehman Brothers until 2008.