Sallie Krawcheck Launches Robo ‘Investing Experience’ Built for Women
Ellevest, a new digital platform for women, has raised $10M in a Series A funding round led by Morningstar. Mohamed El-Erian is among the investors.
UBS Nabs $1.3B Merrill Team; Wells Fargo Grabs $1B Morgan Stanley Reps
Meanwhile, Raymond James recruits groups with more than $800 million in client assets to its employee channel.
As Cybersecurity Booms, So Do Investment Opportunities
A report by Bank of America Merrill Lynch examined investment opportunities in the cybersecurity industry, which is expected to double in size by 2020.
Recruiting Roundup: Raymond James Nabs $550M Team From UBS
Meanwhile, U.S. Trust adds four advisors, and Cetera picks up Gough Financial as part of an OSJ.
Recruiting Roundup: UBS Adds $5B Team From JPMorgan, Advisor From Merrill
Meanwhile, Wells Fargo recruits JPMorgan rep, as Ameriprise picks up four ex-Wells FAs.
Recruiting Roundup: Morgan Stanley Grabs $1B Pair From Citi
The team comes on board in New York, while a Barclays rep joins the wirehouse in Boca Raton.
Is Financial Wellness Finally Taking Off?
For years there's been lots of talk about the benefits of financial wellness programs.
Bridging Advisor-Lawyer Gap to Boost Business
How to build advisor-attorney networks that will generate referrals and benefit clients.
Recruiting Roundup: UBS Nabs 4 Ex-Merrill Reps in Florida
Meanwhile, Raymond James adds a husband-and-wife team in Dallas to its employee channel.
China ‘Tail Risk’ Saps Investors’ Optimism
Investors’ optimism about prospects for global economic growth paled in August, according to the latest Bank of America Merrill Lynch Fund Managers Survey.