Articles tagged "Fred St. Laurent"
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Merrill Edge eases Bank of America's transition to a post-wirehouse world
The Charlotte super bank's plan to add 600 branches builds on success but recruiters say lingering tension between Merrill and Merrill Edge advisors is more of a factor than the bank admits
April 3, 2018 at 8:32 PM
Schwab hits the nine-franchise mark as it seeks one new, first-rate chief to head it up
New franchises are hitting asset goals and five more franchises are in the hopper for launch
November 12, 2012 at 9:46 PM
Sallie Krawcheck talks tough -- and with disarming openness -- online about the glass ceiling and lip gloss
With 45,517 followers on LinkedIn alone the ex-wirehouse exec is using a first-person voice to reinvent herself and expand her sphere of influence, observers say
November 2, 2012 at 4:30 AM
Seeing her small clients take Morgan Stanley's brunt, a 12-year Smith Barney vet decamps with $100 million after meeting with Schwab
Rene' Nourse joins CONCERT to avoid telling smaller clients that MSSB benefits were being taken away and to create a brand aimed at middle class urbanites
June 22, 2012 at 5:13 AM
What to make of Sallie Krawcheck's emergence as a Twitter-sphere celebrity
The ex-Merrill Lynch exec reveals a self-deprecating bent but the 'crazed UNC basketball fan' still doesn't seem sold on the differences between RIAs and stockbrokers
May 2, 2012 at 4:21 AM
Walt Bettinger explains to Wall Street why some prospects are balking at investing in Schwab franchises
The Schwab CEO tells listeners of the interim update that the $10 million asset-gathering quota is a psychological hurdle -- but one that can be overcome
April 27, 2012 at 3:01 PM
Merrill Lynch springs a 62-advisor, $13 billion asset leak in the first quarter
February was a cruel month for the wirehouse as payouts and retention bonuses came due; UBS came out smelling like a rose
April 17, 2012 at 5:25 AM
Breaking away from Merrill with $1 billion of assets, a HighTower RIA returns to scoop up $200 million more
The advisors were on separate teams so Pagnato-Karp Group tested the waters then gave the all-clear signal to Charles Holt
March 27, 2012 at 4:07 AM
What one recruiter learned about Schwab's franchises after talking to Mary
Initially skeptical, on closer inspection and after talking to Schwab's first franchisee, our correspondent sees a real value proposition in the offing
December 21, 2011 at 3:55 PM
Merrill Lynch brokers brace for sweeping comp changes as Sallie Krawcheck departs BoA and takes her advocacy with her
It's like 2008 all over again with some brokers just wanting out as clients question choice of employer, recruiter says
September 7, 2011 at 4:39 AM
Merrill Lynch and Bank of America cultural tension may spin out a new round of breakaways, recruiters say
A big Maine team goes to HighTower; more Merrill brokers in pipeline, says Weissbluth
February 24, 2011 at 3:36 PM
Sallie Krawcheck, A Recruiter’s Nightmare
Criticized and often at the center of a business storm, she has emerged as Wall Street's problem-solver -- and she's doing it again at Merrill Lynch
January 27, 2011 at 2:52 PM
The hidden dangers of hiring a laid-off Merrill broker
Who you bring on board says volumes about your firm's brand
December 13, 2010 at 1:58 PM
Edelman expansion slows; back office 'overwhelmed'
$5.5 billion RIA pours money into top-line Microsoft CRM
October 21, 2010 at 4:29 AM
How financial advisors should manage the record deluge of recruiter phone calls
Plus, how RIA firms can tell if they're retaining the right person to find candidates
