New Hire Roundup: American College Names Johnson President and CEO
In another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.
MLPs: ‘A Place in Every Portfolio’
Ultra-Wealthy Will Transfer $27 Trillion by 2050
Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.
Barclays Adds 2 Ex-Morgan Stanley Advisors in LA
The boutique firm has added eight advisors to the branch—with $2.7 million in assets and about $32 million in trailing-12-month production—in the last six months.
Barclays Wealth Grabs 8 FAs From Wells, Morgan, Goldman
The reps will work in the Los Angeles and Chicago offices after moving over from Credit Suisse, Goldman Sachs, Morgan Stanley and Wells Fargo.
Morgan Stanley, UBS Grab Rivals’ Teams
As UBS gains a $1.4 million production group, Morgan Stanley adds eight advisors with about $18.3 million in sales.