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
NEWS WIREHOUSES MAR 06, 2012
Do-it-yourself model gaining ground on advisers

Holding the line on prices is key to profitability
NEWS RIAS MAR 06, 2012
Holding the line on prices is key to profitability

Advisers need to fight the temptation to cut the fees they charge their clients.

Brokers who discount services are losing out
YOUR PRACTICE PRACTICE MANAGEMENT MAR 06, 2012
Brokers who discount services are losing out

Financial advisers who cut their commissions when the market went sour shot themselves in the foot, according to a new study from PriceMetrix.

NEWS INDUSTRY NEWS FEB 29, 2012
Merrill Lynch hires 475 advisers; revenue off 1.9%

Bank of America Merrill Lynch hired 475 net new financial advisers in the third quarter, but revenue from the largest business unit of Bank of America Corp.'s global wealth and investment management division fell 1.9% to $3.43 billion

NEWS RIAS FEB 28, 2012
Merrill team jumps ship, signs with Focus Financial

Merrill bias suit gains class action status
NEWS INDUSTRY NEWS FEB 27, 2012
Merrill bias suit gains class action status

Suit filed by broker in 2005 lives after appeals court reversal

Clients with Alzheimer's pose 'scary' legal risks
RETIREMENT RETIREMENT PLANNING FEB 24, 2012
Clients with Alzheimer's pose 'scary' legal risks

Advisers unable to meet fiduciary obligation to clients with reduced capacity; 'document, document, document'

RETIREMENT RETIREMENT PLANNING FEB 15, 2012
Clients with Alzheimer's pose 'scary' legal risks

NEWS INDUSTRY NEWS JAN 27, 2012
McCann: Despite UBS woes, wealth management unit staging turnaround

Between a horrible investment-banking environment and an embarrassing $2.3 billion loss incurred by a London-based trader, UBS AG had a tough third quarter

NEWS WIREHOUSES JAN 25, 2012
Wirehouse market share has shriveled since crisis