Fifth deal for form this year
EFG and Burns Advisory merge; 'scale in this business is key'
CEO says firm would pick up plenty of advisers
Sherri Stephens remembers the first investment conference that she attended at Raymond James Financial Inc., when she was in her early 20s
Morgan Keegan could be on the block after reaching a $210M settlement with regulators over valuations of subprime mortgages in mutual funds; 39,000 investors lost $1.5 billion.
UBS Financial Services Inc. has hired on three long-time Merrill Lynch financial advisers managing $450 million in assets and producing $2.85 million in fees and commissions over the last 12 months, the firm announced today.
The clock is ticking at Regions Financial Corp. and for the approximately 1,200 brokers at its investment bank, Morgan Keegan & Co. Inc.
Veteran advisers sign on with Wells Fargo; duo have $1.5m in production
Dozens of athletes planning to participate in the Ironman U.S. Championship in New York and New Jersey got a lesson in courage from one of their own: John Hyland, managing partner of Morristown Financial Group.
Most think the average add on is about $6; it's not
