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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

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Wells Fargo’s Head of Advisor Recruiting Exits

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Thomas Seubert

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Thomas Seubert is WealthManagement.com's editorial intern for the summer of 2016.

[email protected]

Thomas’s Recent activity

$800 Million Merrill Lynch Team Joins Janney

Oct 10, 2016

Janney Montgomery Scott has added two Merrill Lynch groups responsible for managing $800 million in combined assets. The groups will merge and be known as Seaport Wealth Management of Janney Montgomery Scott...

Cerulli: Home Office to Usurp RPM as Preferred Advisor Model

Sep 12, 2016

Home-office portfolios often outperform advisor-controlled ones, according to a Cerulli Associates report. Couple that with decreased compliance risk, and it’s likely the home-office model will become more...

Advisors Focus on Efficiency to Grow in 2016

Sep 06, 2016

More than two-thirds of RIAs will emphasize efficiency in order to drive the growth of their business, according to The FA Insight Study of Advisory Firms: Growth By Design, an annual research report...

Everything the Financial Services Industry Knows About Women Is Wrong

Aug 17, 2016

The financial services industry doesn’t know much about women, according to new research from United Capital. Called “What You’re Really Thinking: Understanding The Financial Lives Of Women,” the report refutes th...

Should Your Client Consult a Reputation Manager?

Aug 16, 2016

For decades, you’ve been advising your client to legally hold some of their assets in an offshore account, and suddenly, someone leaks a treasure trove of “secret” information about legal and illegal...

HighTower Adds $500 Million Morgan Stanley Team

Aug 15, 2016

A $500 million Morgan Stanley team led by Thomas G. Foley and Keith W. Hier has left the wirehouse for HighTower Advisors...

Is Your Millionaire Client About to Switch Advisors?

Aug 04, 2016

Financial advisors don’t know if their millionaire clients are planning on leaving them, according to Fidelity’s Millionaire Outlook Study...

Millennials Don't Think They Can Save $1 Million for Retirement

Aug 03, 2016

Most millennials incorrectly assume they’ll never accumulate $1 million over the course of their lifetime, according to the Wells Fargo Millennial study conducted by GfK, released Wednesday. Sixty-four...

Is Advisor Group's CEO Stepping Down a Step-Down?

Aug 01, 2016

Erica McGinnis has stepped down as president and CEO of independent broker/dealer network Advisor Group but will remain with the firm as executive vice president and head of transitions...

Fee-based, Discount Brokerage and Online Channels to Grow

Jul 28, 2016

The fee-based advisor, discount brokerage and online advice channels will grow their market share over the next few years, says a research report by Tiburon Strategic Advisors...

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