Wirehouse http://wealthmanagement.com/taxonomy/term/39431/more en BofA Loses Merrill Lynch Veterans Dan Cummings, Sam Chapin http://wealthmanagement.com/wirehouse/bofa-loses-merrill-lynch-veterans-dan-cummings-sam-chapin <div class="field-byline"> Laura J. Keller and Hugh Son </div> <div class="node-body article-body">Sam Chapin and Dan Cummings, senior Merrill Lynch executives who helped meld the firm to Bank of America Corp. after the financial crisis, plan to step down as vice chairmen.</div> <p><a href="http://wealthmanagement.com/wirehouse/bofa-loses-merrill-lynch-veterans-dan-cummings-sam-chapin" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/bofa-loses-merrill-lynch-veterans-dan-cummings-sam-chapin#comments Wirehouse Wed, 25 May 2016 13:11:00 +0000 1192681 at http://wealthmanagement.com Copyright Mario Tama, Getty Images Wells Fargo To Announce Robo Advisor Partnership By End-June http://wealthmanagement.com/technology/wells-fargo-announce-robo-advisor-partnership-end-june <div class="node-body article-body">Wells Fargo &amp; Co plans to announce an investment and strategic partnership tied to robo advisor-type offerings by the end of the second quarter, its wealth management chief said on Tuesday.</div> <p><a href="http://wealthmanagement.com/technology/wells-fargo-announce-robo-advisor-partnership-end-june" target="_blank">read more</a></p> http://wealthmanagement.com/technology/wells-fargo-announce-robo-advisor-partnership-end-june#comments Technology Wirehouse Wed, 25 May 2016 12:06:00 +0000 1192111 at http://wealthmanagement.com Copyright Justin Sullivan, Getty Images Morgan Stanley CEO Sticks By Performance Target in Tough Questioning http://wealthmanagement.com/wirehouse/morgan-stanley-ceo-sticks-performance-target-tough-questioning <div class="field-byline"> Olivia Oran </div> <div class="node-body article-body">Morgan Stanley Chief Executive James Gorman on Tuesday stood by his intention to reach a key performance target after facing sharp questions from an analyst about whether he can achieve the goals he laid out.</div> <p><a href="http://wealthmanagement.com/wirehouse/morgan-stanley-ceo-sticks-performance-target-tough-questioning" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/morgan-stanley-ceo-sticks-performance-target-tough-questioning#comments Wirehouse Tue, 17 May 2016 20:35:00 +0000 1185961 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images Going Independent May Require a Stop in Between http://wealthmanagement.com/careers/going-independent-may-require-stop-between <div class="node-body article-body">If you’re not quite ready to go independent yet feeling some angst about where you are, consider an interim move to another wirehouse or regional firm.</div> <p><a href="http://wealthmanagement.com/careers/going-independent-may-require-stop-between" target="_blank">read more</a></p> http://wealthmanagement.com/careers/going-independent-may-require-stop-between#comments Wirehouse Careers Tue, 17 May 2016 09:00:00 +0000 1184551 at http://wealthmanagement.com Copyright Alexander Hassenstein, Getty Images UBS Americas Wealth Unit Partners With Robo-Advisor SigFig http://wealthmanagement.com/wirehouse/ubs-americas-wealth-unit-partners-robo-advisor-sigfig <div class="field-byline"> Olivia Oran </div> <div class="node-body article-body">UBS Group AG's Americas wealth unit is partnering with online financial advisor SigFig Wealth Management to develop technology and investment tools.</div> <p><a href="http://wealthmanagement.com/wirehouse/ubs-americas-wealth-unit-partners-robo-advisor-sigfig" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/ubs-americas-wealth-unit-partners-robo-advisor-sigfig#comments Technology Wirehouse Mon, 16 May 2016 15:29:00 +0000 1184191 at http://wealthmanagement.com Copyright Oli Scarff, Getty Images Daniel Tully, Merrill Ex-Chief Outspoken in Crisis, Dies at 84 http://wealthmanagement.com/people/daniel-tully-merrill-ex-chief-outspoken-crisis-dies-84 <div class="field-byline"> Laurence Arnold </div> <div class="node-body article-body">Daniel Tully, a former Merrill Lynch & Co. chairman and chief executive officer who spoke out as both critic and cheerleader as the firm tried to weather the 2008 mortgage crisis, has died. He was 84.</div> <p><a href="http://wealthmanagement.com/people/daniel-tully-merrill-ex-chief-outspoken-crisis-dies-84" target="_blank">read more</a></p> http://wealthmanagement.com/people/daniel-tully-merrill-ex-chief-outspoken-crisis-dies-84#comments People Wirehouse Thu, 12 May 2016 18:59:00 +0000 1182181 at http://wealthmanagement.com Copyright Mario Tama, Getty Images <p>Daniel Tully</p> UBS First-Quarter Profit Drops 64%, Missing Analysts’ Estimates http://wealthmanagement.com/wirehouse/ubs-first-quarter-profit-drops-64-missing-analysts-estimates <div class="field-byline"> Jeffrey Vögeli </div> <div class="node-body article-body">UBS Group AG said first-quarter profit fell 64 percent, missing analyst estimates, as all divisions reported a drop in earnings.</div> <p><a href="http://wealthmanagement.com/wirehouse/ubs-first-quarter-profit-drops-64-missing-analysts-estimates" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/ubs-first-quarter-profit-drops-64-missing-analysts-estimates#comments Wirehouse Tue, 03 May 2016 14:13:00 +0000 1173811 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Goldman Targets 'Mass Affluent' Borrowers With Unusual Lending Plan http://wealthmanagement.com/industry/goldman-targets-mass-affluent-borrowers-unusual-lending-plan <div class="field-byline"> Olivia Oran </div> <div class="node-body article-body">A creative strategy taking shape inside the bank calls for it to partner with small brokerages and wealth management firms to lend money to their clients, many of whom have far less wealth than what's in the typical Goldman private bank account.</div> <p><a href="http://wealthmanagement.com/industry/goldman-targets-mass-affluent-borrowers-unusual-lending-plan" target="_blank">read more</a></p> http://wealthmanagement.com/industry/goldman-targets-mass-affluent-borrowers-unusual-lending-plan#comments Industry Wirehouse Tue, 03 May 2016 13:36:00 +0000 1173801 at http://wealthmanagement.com Top 10 Wirehouse Advisors in 2016 http://wealthmanagement.com/rankings/top-10-wirehouse-advisors-2016 <div class="node-body gallery-body">The top advisors at wirehouse firms are a productive lot, each managing billions of client assets. Check out which advisors made this year’s elite top 10. </div> <p><a href="http://wealthmanagement.com/rankings/top-10-wirehouse-advisors-2016" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-10-wirehouse-advisors-2016#comments Rankings Wirehouse Mon, 02 May 2016 09:00:00 +0000 1168331 at http://wealthmanagement.com Top 100 Wirehouse Advisors in 2016 http://wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016 <div class="node-body data_table-body">Advisors on the WealthManagement magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms.</div> <div class="field-csv-file"> <span>CSV File:&nbsp;</span> <div class="filefield-file"><img class="filefield-icon field-icon-text-csv" alt="text/csv icon" src="http://wealthmanagement.com/sites/all/modules/contrib/filefield/icons/text-x-generic.png" /><a href="http://wealthmanagement.com/site-files/wealthmanagement.com/files/data-tables/Top100WirehouseAdvisors2016.csv" type="text/csv; length=11817">Top100WirehouseAdvisors2016.csv</a></div> </div> <div class="field-disable-sidebar"> Off </div> <fieldset class="fieldgroup group-images"><legend>Images</legend> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2016/04/wirehouse-ranking-2016-ktsimage-istock-thinkstockphotos-489433254.jpg?1462279799" /> </div> </fieldset> <p><a href="http://wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016#comments Rankings Wirehouse Fri, 29 Apr 2016 16:39:00 +0000 1168091 at http://wealthmanagement.com