Wirehouse Firms
Learn the ins and outs of the wirehouse channel, including news, analysis and more on Bank of America-Merrill, Morgan Stanley, Wells Fargo and UBS.
Edward Jones Pushes to Add 1,100 FAs; A Tough Target for '10, Says Exec
By Janet LevauxAt 12,743 advisors, Edward Jones is smaller than Morgan Stanley, Wells Fargo and Merrill Lynch in terms of the size of its advisor force but is ahead of independent giant LPL Financial.
May 21, 2010
Senate Passes Dodd Reforms; Fiduciary Standard Not IncludedThe House financial reform bill includes a provision that will require brokers to adhere to a fiduciary duty, while the Senate bill does not.
May 20, 2010
At NAPFA Conference, Tom Bradley Tells Advisors to Put Client FirstTom Bradley had several pieces of advice for the assembled fee-only financial advisors in his keynote address to NAPFA's national conference, but the most important is also the most obvious--always put the client first.
May 13, 2010
Five Questions for a Top ExecutiveA discussion with St. Louis-based John Peluso, president of Wells Fargo Advisors Financial Network, which has more than 800 independent advisors and $40 billion in assets.
May 13, 2010
Five Reasons Recruiters Still Make the DifferenceA recruiter helps you position yourself as a "hard to get" advisor and makes the prospective firm work harder to woo you.
May 12, 2010
Barclays Wealth Adds Another FA; Boutique Firm Now Has 250 AdvisorsThe growing firm, started after Barclays bought a unit from Lehman Brothers, now has more than $240 billion in assets under management.
May 06, 2010
Wells Fargo Hires Merrill Manager; Baird Adds from Smith BarneyWells Fargo Advisors tapped Thomas R. Isaacs from Merrill Lynch to serve as the market manager for its New York City branches, while Baird picked up William H. Sewell from Morgan Stanley Smith Barney to open a new office in Raleigh, N.C.
May 01, 2010
50 Top Women in Wealth Management for 2010Selected by an advisory board of distinguished women involved in the wealth management business, the list of the 50 Top Women in Wealth Management...