12 Best & Worst Broker-Dealers: Q2 Earnings, 2015
The financial sector boosted income 7% on average in the latest period as sales jumped 19% from a year ago.
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.
Daley to Head Strategic Growth at Raymond James Advisor Division
Daley joins Raymond James’ Investment Advisors Division from Fidelity; Hedtke succeeds Carsten Quitter, who will join Allianz in Italy as chief investment officer.
Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
Bridging the Advisor-Lawyer Gap
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.
How (Not) to Name Your Advisory Firm
Advisors who want to name a firm after themselves should think twice, says Christopher Norton of marketing firm Blu Giant.
Advisors Urge Investors: Don’t Panic
Their advice to clients as markets plunged: Don’t panic, review your portfolio and — if your stomach can handle it — consider buying more stocks.
Morgan Stanley Tightens Its Overseas Client Service
The wirehouse says 400 U.S.-based reps will be allowed to serve international clients with at least $500,000 in assets.
Oil at 6-Year Low Amid Global Glut. How Low Can It Go?
Gary Shilling says crude is headed to between $10 and $20 a barrel, while Jeff Saut expects “outstanding opportunities” to buy oil-related securities, including MLPs.