JPMorgan breakaways make Page One of the New York Times after $9-billion loss puts spotlight on Dimon's bank
It's a familiar story of pushing proprietary product and advisors not going for it -- but under a sterling brand
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How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
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In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament
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His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
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October 5, 2018 at 7:40 PM
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Diamond Consultants
Recruiter
Top Executive: Mindy Diamond
Jeff Spears
This whole JP Morgan story does seem to be piling on like you mention. I would also clarify that a JP Morgan broker and a JP Morgan Pivate Banker a radically different.
One is an ex-Bear Stearns division and the other works with ultra high net worth clients as a fiduciary.
All advisors are NOT created equal.
