Andrew Osterland

Andrew was a reporter on the InvestmentNews team from 2011 to 2013 before going on to become a freelance reporter. Connect with him here: @aoreport

Andrew Osterland
Displaying 208 results
Wells Fargo and UBS at the table again?
NEWS INDUSTRY NEWS MAR 01, 2011
Wells Fargo and UBS at the table again?

Rumors have resurfaced that <a href=http://www.investmentnews.com/section/recruiting-moves?joiningsearch=Wells+Fargo+Advisors+LLC&amp;search=&amp;leavingsearch=&amp;stateMultiSearch=&amp;statesearch=>Wells Fargo &amp; Co.</a> is talking with UBS AG about acquiring the Swiss bank's retail-wealth-management operations in the U.S.

NEWS INDUSTRY NEWS FEB 27, 2011
Edward Jones wants 600 more reps this year

Brokerage firm Edward Jones last week said that it plans to add up to 20 branch offices to the more than 60 it has in the state of Utah

NEWS INDUSTRY NEWS FEB 27, 2011
Clients take volatility in stride and remain calm, say advisers

Despite the spreading turmoil in North Africa and the Middle East, and an ominous rise in the price of oil, financial advisers say their clients are not pressing the panic button

NEWS RIAS FEB 22, 2011
Onetime E*Trade unit snagged in reported LBO

Adviser Investments purchasing Kobren Insight; said to be management buyout

Brokers still in doghouse with clients, survey finds
NEWS INDUSTRY NEWS FEB 22, 2011
Brokers still in doghouse with clients, survey finds

Trust levels remain less-than-encouraging; community banks remain highly regarded

Most conservative investors? The young and the affluent
RETIREMENT RETIREMENT PLANNING FEB 22, 2011
Most conservative investors? The young and the affluent

With two of the most severe bear markets of this century fresh in their short-term memories, affluent investors &#8212; particularly the youngest investors &#8212; appear to be quite skittish about investing in anything but the safest of asset classes.

Why Edward Jones could add 2,400 new reps this year
NEWS BROKER DEALERS FEB 17, 2011
Why Edward Jones could add 2,400 new reps this year

Brokerage firm Edward Jones this week announced that it plans to add up to 20 branch offices to the more than 60 it has in the state of Utah.

Advisers: How to avoid an IRS audit this year
RETIREMENT TAX FEB 17, 2011
Advisers: How to avoid an IRS audit this year

The taxman enforceth &#8212; now more than ever. Here are a few simple suggestions to stay out of harm's way.

Powell tells advisers upheaval in Mideast could be downer for U.S.
INVESTING EMERGING MARKETS FEB 11, 2011
Powell tells advisers upheaval in Mideast could be downer for U.S.

Former secretary of state warns that 'revolutionary changes' in the Middle East may not benefit the West

NEWS BROKER DEALERS FEB 06, 2011
Can LPL hit its recruitment target - and at what cost?

Mark Casady, chief executive of LPL Investment Holdings Inc., has reiterated aggressive growth targets for the country's largest independent broker-dealer