Turnkey Asset Management
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Recruiting Roundup: Wells Fargo Nabs $1B UBS Group
By Marlene Y. SatterRaymond James adds Wells & Oppenheimer reps to employee channel, LPL advisor to its indie group.
December 03, 2015
Raymond James to buy Deutsche Bank U.S. private client unitRaymond James Chief Executive Officer Paul Reilly has been boosting the firms growth through acquisitions.
November 30, 2015
LPL, Raymond James & Ameriprise Report EarningsLPL Financial says it had net income of $41.1 million, or $0.43 per share, in the third quarter vs. $33.3 million, or $0.33 per share, a year ago. On an…
November 30, 2015
Wirehouses Post Mixed Q3 ResultsWealth-management results announced as part of the third-quarter earnings season are fairly mixed at the wirehouses. Bank of America-Merrill Lynch, for…
November 24, 2015
Recruiting Roundup: UBS, Others Nab More Credit Suisse RepsMeanwhile, Raymond James recruited a group of breakaway brokers and several Wells Fargo FAs.
November 18, 2015
Recruiting Roundup: Where Are the Credit Suisse Reps Going?Many of these advisors decline to hook up with Wells Fargo and opt instead to join rival wirehouses.
November 11, 2015
Recruiting Roundup: UBS Adds $2B Advisors as Merrill Picks Up $1B RepsMeanwhile, Morgan Stanley and Raymond James share their recruiting news, and a group breaks away to work with Dynasty.
November 11, 2015
MetLife asset manager to push into structured credit, junk bondsMetLife Investment Management or MIM is planning to bring new strategies to the market this quarter.