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Registered Rep.
March 25, 2008
Halah Touryalai
J.P. Morgan Offers Retention Deal To Bear Reps. Will It Be Sweet Enough? The retention package makes obvious the kind of advisors CEO Jamie Dimon is hoping will call his firm home. mark for My Articles similar articles
Registered Rep.
May 1, 2008
Halah Touryalai
Anywhere But Here No, you didn't want to be a financial advisor at Bear Stearns during the week of March 10. That was the week that news broke about Bear's serious liquidity problems, and the week it had to be bailed out. mark for My Articles similar articles
Registered Rep.
March 17, 2008
Kristen French
Bear Sells To JP Morgan, Advisors Prepare For Flight Recruiters say Bear advisors are very determined to leave, but the deal at least buys them some time to look for a new home. mark for My Articles similar articles
Registered Rep.
May 19, 2008
Dimon Kicks It Old Skool JP Morgan Chase CEO Jamie Dimon has personally embarked on a letter-writing campaign to find employment for the "5,000-plus Bear employees who will not have a job after the takeover closes next month." mark for My Articles similar articles
Registered Rep.
June 1, 2008
Mindy Diamond
Flexing Your Trigger Finger If there is any lesson for advisors in the recent Bear Stearns implosion, it might be this: In times of market crisis it can't hurt to have an exit strategy planned. Many clients are now asking advisors what their exit strategy is. mark for My Articles similar articles
Registered Rep.
May 1, 2008
Roids: Not Just For Baseball Bear Stearns attempted to impose a temporary restraining order on departed broker Doug Sharon. Sharon left for Morgan Stanley on March 17 -- the day after J.P. Morgan made a deal to buy the embattled Bear Stearns. Bear's TRO was rejected by a Massachusetts court. mark for My Articles similar articles
Registered Rep.
October 8, 2010
Kristen French
Wells Fargo Advisors Hikes Recruiting Bonuses 100 bps In the next couple of months, major Wall Street brokers may be giving Wells Fargo Advisors a closer look. mark for My Articles similar articles
Registered Rep.
September 13, 2010
Susan Konig
Wirehouse Recruiting Stalls, Deals Keep Rising but Fewer Advisors Moving These days there are a lot more strings attached to recruiting packages and in the current market they're not great for brokers or firms. mark for My Articles similar articles
Registered Rep.
December 16, 2009
Halah Touryalai
Wirehouse Switching Slows in Second Half of 2009 In November, just 177 advisors in the wirehouse channel switched firms, the smallest monthly number all year, according to Discovery Database. mark for My Articles similar articles
Registered Rep.
January 6, 2010
Halah Touryalai
Wirehouse FAs Switching B/Ds Slows The number of wirehouse advisors switching broker/dealers has been in steep decline since June. mark for My Articles similar articles
Registered Rep.
August 13, 2007
Halah Touryalai
Merrill Grabs Advisors Producing $5.5 million From Rival UBS Merrill Lynch won big last week in the aggressive industry-wide recruiting war for top advisors. mark for My Articles similar articles
Registered Rep.
June 10, 2008
Nice Building, Shame About The Business Is the only thing left worth crowing about in J.P. Morgan's deal with Bear Stearns the Madison Avenue office tower? mark for My Articles similar articles
On Wall Street
June 1, 2009
Helen Kearney
Big Name Boutiques Flex Their Muscles For those wirehouse advisors who want something new, but don't quite have the nerve to go independent, these elite boutiques look mighty attractive. mark for My Articles similar articles
The Motley Fool
November 30, 2006
Michael Leibert
A Look at Bear Stearns As the strategic landscape evolves in ways that do not always favor Bear's strengths, the firm is unlikely to continue to outperform its peers. Investors, take note. mark for My Articles similar articles
Registered Rep.
April 4, 2008
Halah Touryalai
Former Bear Broker Gets Okay From Judge A Bear Stearns broker is free to take his clients with him to his new digs at Morgan Stanley, a Massachusetts judge ruled today. mark for My Articles similar articles
Registered Rep.
December 12, 2011
Susan Konig
Recruiting Wars Heat Up in 2012 A confluence of factors has shrunk the pool of potential recruits for wirehouse firms, and that means competition for the best advisors is fierce. mark for My Articles similar articles
Registered Rep.
March 26, 2009
Halah Touryalai
Trailing 12? Try Trailing Three. Recruiting Bonuses Cool Down. You know times are tough when recruiting deals are dropping across the board at major b/ds. mark for My Articles similar articles
Registered Rep.
September 12, 2011
Susan Konig
Recruiting Has Been Tough in 2011 but Experts Say It Should Improve Next Year As a result of challenges wirehouse managers are looking to recruit from places they typically didn't in the past. mark for My Articles similar articles
Registered Rep.
November 22, 2005
John Churchill
For Merrill and Smith Barney Acquisitions, It's Wait n' See The financial firms' respective purchases would have added hundreds of regional brokers to their retail brokerage units, but many of these departing brokers have decided they don't want to work for a big firm and are finding sweet recruiting deals at smaller shops. mark for My Articles similar articles
Registered Rep.
February 1, 2003
David A. Gaffen
An Employer's Market It's a hirer's market out there, but brokerage firms have not stopped recruiting. In fact, although it is quieter than usual, many firms are still willing to pony up big bucks in hopes of attracting top-shelf talent. mark for My Articles similar articles
Registered Rep.
October 24, 2008
John Churchill
Merrill Retention Is Adequate for Top Dogs, Scanty for Lower-Tier Producers The long-awaited Merrill Lynch retention package has arrived. Not surprisingly, top producers will probably be pleased, but others may not. mark for My Articles similar articles
On Wall Street
December 1, 2008
Danny Sarch
This Is Your Career, So Start Acting Like It Like any labor market, the financial services one comes down to supply and demand, and a number of forces are in line to start pushing values down. mark for My Articles similar articles
The Motley Fool
September 20, 2007
Matt Koppenheffer
Bear Stearns: Ouch! Many investors expected it to be a nasty quarter for investment bank Bear Stearns, and a nasty quarter is what they got. mark for My Articles similar articles
The Motley Fool
October 12, 2007
Matt Koppenheffer
Quick Take: Stretching for Good News at Bear Stearns Bear Sterns recently announced that it was ranked in Alpha's inaugural top equity trading firms survey. mark for My Articles similar articles
On Wall Street
January 1, 2011
Recruiting's Next Big Challenge A conversation with industry headhunters about the job market for financial advisors. mark for My Articles similar articles
Registered Rep.
June 1, 2006
Kristen French
Morgan's Training Makeover Morgan Stanley is in the midst of a major redesign of its rookie training program, the latest in a string of moves by retail head James Gorman to revamp the brokerage operation and make it more profitable. mark for My Articles similar articles
Registered Rep.
April 17, 2009
Halah Touryalai
Smith Barney Losing Advisors, Client Assets But while Smith Barney is losing reps, it also appears to be recruiting heavily. mark for My Articles similar articles
Registered Rep.
May 1, 2008
The Bear Minimum Why did wives of two senior Bear Stearns investment bankers cancel pricey interior-design contracts just two days after the firm announced its sale to J.P. Morgan? mark for My Articles similar articles
U.S. Banker
February 2002
What if Bank One Bought Bear Stearns? Sean Ryan, the former Bear Stearns bank stock analyst who now is an analyst at Fulcrum Global Partners, a securities brokerage firm, is reporting rumors that Bank One is considering buying Bear Stearns. This rumor probably is as baseless as most, but the idea may not be a bad one... mark for My Articles similar articles
The Motley Fool
March 16, 2006
Stephen D. Simpson
No Hibernating at Bear Stearns Investment banks have been hot. The run might not be over yet and Bear Stearns is a generally risk-averse company that still has some global expansion potential. Investors, take note. mark for My Articles similar articles
The Motley Fool
March 18, 2008
Morgan Housel
What Can JPMorgan Do With Bear Stearns? If JPMorgan can pull Bear back to even a fraction of its former self, the acquisition will go down in history as one of the most lucrative deals ever made. mark for My Articles similar articles
Registered Rep.
June 1, 2005
Kristen French
Star Wars Recruiting competition between the top brokerage firms is fiercer than ever, and Morgan Stanley is currently wielding one of the most powerful deals on Wall Street. mark for My Articles similar articles
Registered Rep.
July 26, 2005
Kristen French
Morgan Trainee Program Could Get Whacked John Mack is moving quickly to get Morgan Stanley's ailing retail brokerage in shape. mark for My Articles similar articles
On Wall Street
March 1, 2010
Lauren Barack
Time For Creative Recruiting With top advisors locked into retention packages, it's becoming harder for wirehouses to boost their ranks. mark for My Articles similar articles
The Motley Fool
December 15, 2005
Stephen D. Simpson
Still Bullish on This Bear Although fixed income could be a tougher market next year, Bear Stearns has other ways to grow. Investors, take note. mark for My Articles similar articles
BusinessWeek
November 19, 2007
Goldstein & Henry
On the Subprime Endangered List Which CEO will be catching subprime heat next now that Citigroup's Chuck Prince is out? Bear Stearns' Jimmy Cayne may be vulnerable. mark for My Articles similar articles
On Wall Street
March 1, 2010
Bill Willis
The Financial Supermarket Is Back In Style This is a strategy whose time has come, and the outlook for a one-stop shop appears bright. mark for My Articles similar articles
Registered Rep.
March 15, 2004
David A. Gaffen
Morgan Ups Offer to Prospective Candidates Industry recruiters say the firm has in recent weeks increased the upfront cash offered to top producers, while adding larger bonuses based on the first two years of production. mark for My Articles similar articles
Registered Rep.
February 15, 2012
Diana Britton
More Advisors Fleeing Morgan Keegan Morgan Keegan has lost seven financial advisors since December, FINRA filings show. They follow some 190 other advisors who fled over the past six months. mark for My Articles similar articles
Registered Rep.
September 2, 2009
Halah Touryalai
SEC Says Careful With Your Recruiting Bonus The SEC sends a warning to broker/dealer executives about the recruiting bonuses they pay to advisors, saying they could encourage advisors to do things that are not in their clients' best interests. mark for My Articles similar articles
Registered Rep.
February 21, 2006
Kristen French
At Morgan Stanley, the Gorman Era Dawns At Merrill, James Gorman was able to take a top team and make it more effective -- at Morgan Stanley, he inherits a demoralized, decimated sales force that trails its peers in assets under management, productivity and profit margins. mark for My Articles similar articles
The Motley Fool
March 17, 2008
Morgan Housel
Is Lehman Brothers Next To Go? After Bear Stearns' collapse, Lehman's future could be on the chopping block. mark for My Articles similar articles
Registered Rep.
March 1, 2007
Gorman Gets It An interview with Morgan Stanley's James Gorman about the improvement in morale at the firm, what it took to get brokers turned around, what he still needs to accomplish and how Morgan is different from the rest of its Wall Street peers. mark for My Articles similar articles
The Motley Fool
March 19, 2008
Tom Hutchinson
Will Bear Stearns Receive a Rival Bid? Two days after JPMorgan Chase agreed to buy Bear Stearns for $2 per share, BSC stock is trading for slightly more than $5 per share. How could this be? Because the market is factoring in the possibility of a rival offer from another bidder. mark for My Articles similar articles
On Wall Street
January 1, 2010
The Hire Powers Speak Out Headhunters open up about hiring, entrepreneurial mindsets, and wirehouse business models. mark for My Articles similar articles
Registered Rep.
November 1, 2006
John Churchill
A.G.E. to Catch a Rep Instead of buying brokers like its peers with offers of big upfront forgivable loans, A.G. Edwards is offering its own reps bonuses for successfully recruiting good reps. mark for My Articles similar articles
The Motley Fool
July 19, 2007
Matt Koppenheffer
Quick Take: Bear Gets Mauled The financial services sector has been under pressure lately, but Bear has taken a bigger hit than average -- it's now down 18% since the beginning of the year. At this point, it looks like Bear may have a raft of hedge fund investor lawsuits to look forward to. mark for My Articles similar articles
Registered Rep.
February 23, 2009
Christina Mucciolo
Morgan, Smith Barney Reps Get Retention Awards, NOT Bonuses Top producers at both firms stand to receive as much as 105 percent of trailing twelve month production to stay with the joint firm. mark for My Articles similar articles
Registered Rep.
December 14, 2012
Megan Leonhardt
Wirehouses Dangle New Carrots, Small Sticks In 2013 Across the board, all four major wirehouses tweaked their compensation plans for the upcoming year; In some cases, they are upping the bar to earn payouts and putting greater emphasis on incentives to gain new, richer clients. mark for My Articles similar articles
On Wall Street
August 1, 2011
Lorie Konish
Expect a New Wave of Advisor Movement Even with rumblings that Wall Street firms could brace for cost cuts and layoffs this summer, competition for top wealth management talent is poised to remain strong. mark for My Articles similar articles