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On Wall Street
January 1, 2009
Who's News Staffing announcements from wirehouses, regionals and private banks from the January 2009 issue. mark for My Articles similar articles
On Wall Street
March 1, 2010
Who's News Merrill Lynch hires father-and-son team... Morgan Stanley recruits Carlos Van Maanen and Carlos Stolk... Emerson Knowles and Joseph Spicer leave Morgan STanley to join Merrill Lynch... RBC Wealth Management hires John Menefee and Tom Meagher... etc. mark for My Articles similar articles
On Wall Street
December 1, 2008
Who's News Staffing announcements from wirehouses and regionals from the December 2008 issue. mark for My Articles similar articles
Registered Rep.
January 9, 2008
Halah Touryalai
Smith Barney Snags Three Advisors From Rivals Smith Barney has started off the new year right with a recruiting victory. The firm recently hired three Merrill Lynch reps and one UBS advisor. mark for My Articles similar articles
Registered Rep.
February 1, 2005
By the Numbers Top 10 Broker/Dealers, by Advisor Headcount: Merrill Lynch... Wachovia... Smith Barney... Morgan Stanley... etc. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Ross Tucker
Happy Holidays! You're Fired. The ax will fall at year's end for some 700 of 13,500 Morgan Stanley brokers. Some branches will be closed entirely. mark for My Articles similar articles
On Wall Street
December 1, 2011
Who's News Morgan Stanley Smith Barney hired three advisors from UBS Financial Services... Bank of America Merrill Lynch hired Morgan Stanley Smith Barney advisors Raymond Stacy and Christopher Pieper... Wells Fargo Advisors hired advisor Zoran Vaz... mark for My Articles similar articles
On Wall Street
August 1, 2010
Who's News UBS Wealth Management Americas announces several new hires... Wells Fargo hires Stephen Zahka from Merrill Lynch and Jeremiah McNamara from Morgan Stanley Smith Barney... mark for My Articles similar articles
Registered Rep.
February 19, 2010
Jerry Gleeson
Merrill Hires Executive from MSSB A senior executive at Morgan Stanley Smith Barney has jumped ship for Merrill Lynch. Jimmy Tighe, former New York City regional director for Morgan has been hired by Merrill as managing director and business & resource integration executive at Merrill Lynch Wealth Management. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Comings & Goings Wachovia has a new regional president of its northeast region... Kevin Rowell has joined the hard-coming Schwab Institutional group as executive vice president of sales... etc. mark for My Articles similar articles
BusinessWeek
September 2, 2010
Moore & Mildenberg
In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Comings & Goings Sam Vetas, one of Morgan Stanley's top producers has moved... Joe Biondo Sr. recently went independent from Smith Barney... Former Registered Rep. columnist Harry Pappas has switched firms... etc. mark for My Articles similar articles
On Wall Street
April 1, 2010
Who's News People: David S. Lynn joins Morgan Stanley Smith Barney... UBS Private Wealth Management promotes Frank Minerva to COO... Philip Fett joins JPMorgan Chase... more... mark for My Articles similar articles
Registered Rep.
June 1, 2009
David Geracioti
Can You Say, "Morgan Stanley Smith Barney?" The Joint Venture Launches Today The deal merging Citi's brokerage (Smith Barney) with Morgan Stanley's Global Wealth Management Group is closed -- ahead of schedule. mark for My Articles similar articles
Registered Rep.
January 14, 2011
Kristen French
Some MSSB Advisors Upset by Johnston's Departure Morgan Stanley CEO James Gorman announced Thursday that Greg Fleming, head of the firm's asset management business, will replace Charles Johnston as head of wealth management. mark for My Articles similar articles
On Wall Street
October 1, 2008
Who's News Staffing announcements from wirehouses, regionals and private banks. mark for My Articles similar articles
Registered Rep.
November 1, 2004
John Churchill
Shaky Third Quarter Gives Advisors Pause The last quarter hasn't been great for retail brokerages. Low trading activity and geopolitical uncertainty kept investors on the sidelines, and advisors are feeling the pinch. mark for My Articles similar articles
On Wall Street
May 1, 2012
Who's News UBS Wealth Management Americas has hired four financial advisor teams... Ameriprise Financial has hired Charles Hart... Barclays has hired John Houlihan as a director and regional manager... mark for My Articles similar articles
On Wall Street
November 1, 2008
Who's News Staffing announcements from wirehouses and regionals from the November 2008 issue. mark for My Articles similar articles
Registered Rep.
March 23, 2006
Kristen French
Merrill To Gorman: Quit Poaching Our Reps And BOMs Is James Gorman, the new head of retail at Morgan Stanley, brazenly poaching employees from his old firm, Merrill Lynch? A judge apparently thinks so. mark for My Articles similar articles
On Wall Street
September 1, 2008
Who's News Staffing announcements from wirehouses, regionals and private banks. mark for My Articles similar articles
On Wall Street
March 1, 2012
Who's News UBS Wealth Management Americas has hired six financial advisors... Morgan Stanley Smith Barney hired Merrill Lynch advisors Philip Ressa and Justin Cho... Barclays Wealth has hired eight financial advisors... mark for My Articles similar articles
Registered Rep.
February 1, 2006
Kevin Burke
Hired and Fired Up The biggest brokerage businesses are showing that even in a modest market upswing they now have in place a strategy for delivering stronger and steadier sales and earnings growth. mark for My Articles similar articles
Registered Rep.
April 21, 2010
Jerry Gleeson
Morgan Stanley Profits Rise, Advisor Count Flat Morgan Stanley on Wednesday reported higher-than-expected revenues and profits in the first quarter, lifted by its acquisition last spring of Smith Barney and by higher fixed income. mark for My Articles similar articles
Registered Rep.
October 18, 2007
Halah Touryalai
At Citi, Profits Are Down; Smith Barney Wins Five Morgan FAs With Nearly $600m AUM; ML Loses Two Citigroups' third-quarter profits are down 57%... over at its Smith Barney unit, Charlie Johnston's team had a pretty good recruiting week... etc. mark for My Articles similar articles
Registered Rep.
March 7, 2011
Jerry Gleeson
Morgan Stanley May Drop "Smith Barney" From Name Will the Smith Barney name go the way of A.G. Edwards, Bear Stearns, and other brokerages whose historic identities were sublimated following acquisitions by larger firms? mark for My Articles similar articles
Registered Rep.
April 19, 2006
Kevin Burke
Merrill's Brokerage Earnings Up Pretax earnings at Merrill Lynch's global private client group rose 27% in the first quarter ending March 31 to $646 million, up from $510 million in the same period a year ago. As might be expected, the division's headcount increased along with profits. mark for My Articles similar articles
On Wall Street
July 1, 2011
Who's News UBS Wealth Management Americas hired a two-member Bank of America Merrill Lynch team... HighTower Advisors hired a three-member Morgan Stanley Smith Barney team... etc. mark for My Articles similar articles
On Wall Street
April 1, 2012
Who's News Wells Fargo promoted Dean Junkans to the new role of chief investment officer... Raymond James hired two advisor teams from Merrill Lynch... Janney Montgomery Scott promoted Steven Rivera to satellite branch manager... more... mark for My Articles similar articles
Registered Rep.
April 15, 2011
Kristen French
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose. mark for My Articles similar articles
Registered Rep.
August 26, 2010
John Aidan Byrne
Neck And Neck, Morgan and Merrill On Hiring Sprees Both firms say they plan to add net financial advisors in 2010, adding to stated plans to sign up 2,000 trainees each this year. mark for My Articles similar articles
Registered Rep.
October 1, 2002
Warm Bodies Brokerages ranked by number of reps. mark for My Articles similar articles
On Wall Street
April 1, 2011
Who's News People: Morgan Stanley Smith Barney recruited the following advisors from Merrill Lynch: Joseph Viviani... Robert DiGregorio... Rosalie Schlaen... Izhar Shefer... David Cohen... Sam Pyle... Shauywn Smith... Keith Kline... more... mark for My Articles similar articles
Registered Rep.
November 18, 2005
Kristen French
Smith Barney Cuts Pay for Smaller Brokers The new pay scale was announced to brokers internally in October and will take effect in January. mark for My Articles similar articles
The Motley Fool
September 18, 2009
Morgan Housel
Citigroup Hates Its Profitable Assets With Smith Barney divested, shareholders may wonder where profits will come from. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Comings & Goings LPL Financial hired Christopher Poch... Jackson National Life Insurance Company promoted John Koehler... Merrill Lynch Co-President and Chief Operating Officer, Ahmass L. Fakahany, retired... etc. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Comings & Goings UBS has brought in two top-producing advisors... Bank of America's global wealth and investment management division has named executives... etc. mark for My Articles similar articles
Registered Rep.
March 30, 2006
Kristen French
Gorman Unrestrained Morgan Stanley retail chief James Gorman was freed by a New York State judge of the temporary restraining order that prevented him from raiding Merrill Lynch's brokerage ranks. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Comings & Goings Terry Kassel, head of Merrill Lynch's human resources department, will be retiring... Smith Barney has hired Stacy Brandom as chief financial officer of the Global Private Client Group... etc. mark for My Articles similar articles
Registered Rep.
June 1, 2006
Kristen French
Hungry for Hires Wachovia hired a whopping 900 reps in 2005, bringing the total to 10,400, and aims to add the same number in 2006, including around 100 rookies. mark for My Articles similar articles
On Wall Street
August 1, 2011
Who's News Bank of America Merrill Lynch hired Morgan Stanley Smith Barney advisor David Massey... HighTower Advisors has hired a three-member MSSB team... UBS Wealth Management Americas has hired MSSB executive Jon Mallon... etc. mark for My Articles similar articles
On Wall Street
February 1, 2012
Who's News New hires for Merrill Lynch Wealth Management, Morgan Stanley Smith Barney, UBS Wealth Management, and Raymond James. mark for My Articles similar articles
Registered Rep.
July 21, 2010
Jerry Gleeson
Assets, Advisors Decline at Morgan Stanley Smith Barney in Q2 Morgan Stanley is making continued progress on its integration with Smith Barney, but declines in assets and headcount suggest it may be feeling the pain of client and advisor departures. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Merrill Hungry for a Light Meal Jim Gorman, head of Merrill Lynch's global private client group, says his unit is working up an appetite for acquisition. mark for My Articles similar articles
On Wall Street
September 1, 2012
Who's News: Merrill Hires Andrew Cappello and Christie Roberts Advisor team Andrew Cappello and Christie Roberts move to Merrill Lynch from Morgan Stanley... Kenneth Fortini also joins Stifel Nicolaus... Janney Montgomery Scott has hired Chris Willett... mark for My Articles similar articles
Registered Rep.
October 1, 2005
Comings & Goings David Penn joins Smith Barney... Donald Nicolaisen, the SEC's chief accountant, is leaving the commission... Brian Belski joined Merrill Lynch... Anderson & Strudwick, a full-service regional investment firm, opened its 14th branch office... etc. mark for My Articles similar articles
Registered Rep.
February 11, 2008
John Churchill
Retail Financial Advisors' Refrain: Let's Kill The Traders Brokers are bitter these days -- and for good reason. Much of their vitriol is aimed at the traders. mark for My Articles similar articles
Registered Rep.
August 29, 2010
Jerry Gleeson
Merrill, MSSB Invest in New Technology Wirehouse firms continue to upgrade their advisor workstation technology following the recent consolidation among firms. mark for My Articles similar articles
On Wall Street
September 1, 2010
Who's News Stephen Lawrence joined Wells Fargo Advisors... Morgan Stanley Smith Barney recruited Laurence Braunstein... Paul Gilman and Marshall Hagen joined UBS... RBC wealth has recruited Jason Braunstein... more... mark for My Articles similar articles
On Wall Street
October 1, 2011
Who's News Bank of America Merrill Lynch hired Wells Fargo advisor Adam Gurien... Morgan Stanley Smith Barney has hired a team of Wells Fargo Advisors...Raymond James & Associates hires three advisors in Hingham, Mass... more... mark for My Articles similar articles