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The Motley Fool
February 6, 2006
Tom Taulli |
Pop Goes Weisel's IPO Wall Street legend Thomas Weisel taps the IPO market and surprises skeptical investors. On the first day of trading, specialty financial firm Thomas Weisel Partners' stock surged 33% to $19.90.   |
BusinessWeek
September 23, 2010
Dakin Campbell |
Why Tom Wiesel Wants to Build Stifel The veteran Silicon Valley dealmaker hopes to build the Midwestern bank into a bigger force in tech acquisitions and IPOs. |
BusinessWeek
February 9, 2004
Timothy J. Mullaney |
Meet The Upstarts In Tech Banking Small investment firms are lining up, but can they grab enough business? |
The Motley Fool
November 2, 2007
Matt Koppenheffer |
Thomas Weisel Disappoints Third-quarter results from the boutique bank were worse than investors had hoped for. |
CFO
September 1, 2005
Don Durfee |
Banking on Boutiques A new breed of investment bank pitches M&A advice to the middle market. What's the advantage over a brand name? |
Registered Rep.
September 14, 2006
Kevin Burke |
Merrill Opens More Boutique Branches For Ultra Wealthy; Now Recruiting Private Bankers The focus of the private banking unit is built on the premise that ultra-high-net-worth clients have different needs than those of the slightly less affluent. |
The Motley Fool
February 20, 2007
Tom Taulli |
Thomas Weisel: Loaded on Tech Thomas Weisel's focus is tech, and if the sector continues its comeback, it could be a good year for the company's shareholders. |
Registered Rep.
September 17, 2008
John Churchill |
Morgan Stanley Earnings Up, Stock Down; Wealth Management Unit Raking In Assets And Advisors Morgan Stanley, perhaps in an effort to quell investor fears that it was on similarly shaky ground as Lehman Brothers, pre-announced its third-quarter earnings yesterday, surprising analysts with census beating results. |
U.S. Banker
March 2003
Matthew Miller |
Brain Drain As brokerage and investment banking talent hits the bricks, is Wall Street losing its smarts? |
Registered Rep.
December 1, 2002
Ross Tucker |
Happy Holidays! You're Fired. The ax will fall at year's end for some 700 of 13,500 Morgan Stanley brokers. Some branches will be closed entirely. |
| Knowledge@Wharton |
In Search of a New Investment Banking Model: The Debate Goes On One of the panels at the recent student-sponsored Wharton Finance Conference was subtitled: "In Search of the Optimal Business Model for Investment Banking." Given the current pall on Wall Street, that search has taken on new urgency. |
Registered Rep.
April 26, 2010
Christina Mucciolo |
Stifel Eyeing a Tech IPO Rebound? Buys Banker Thomas Weisel Partners Today Stifel Financial said it is buying Thomas Weisel Partners Group, a San Francisco-based investment bank, in a deal valued at more than $300 million. |
| Knowledge@Wharton |
The Merrill Lynch Settlement: Good for Merrill, Not for Investors Many say the Merrill settlement does not resolve investors' fundamental concern: the inherent conflict produced by analysts' multiple dual role of serving investors and Merrill's investment banking business. |
Registered Rep.
October 18, 2007
Halah Touryalai |
At Citi, Profits Are Down; Smith Barney Wins Five Morgan FAs With Nearly $600m AUM; ML Loses Two Citigroups' third-quarter profits are down 57%... over at its Smith Barney unit, Charlie Johnston's team had a pretty good recruiting week... etc. |
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. |
The Motley Fool
April 19, 2007
Joseph Khattab |
Foolish Forum: Are Boutique Banks in Style? Savvy investors discuss the up-and-comers in investment banking. |
BusinessWeek
September 2, 2010
Moore & Mildenberg |
In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling. |
On Wall Street
June 1, 2010
Arnella Forde |
Stifel Nicolaus: Dominating The Mid-Market Realm Described as better managed than many of its peers, the firm seems poised for opportunistic growth. |
Financial Advisor
September 2008
David Welling |
Manning Positions The recent success of the independent advisor industry is also the source of one of its greatest challenges. Managing this continued growth can be challenging. |
Registered Rep.
December 1, 2005 |
Comings & Goings Terry Kassel, head of Merrill Lynch's human resources department, will be retiring... Smith Barney has hired Stacy Brandom as chief financial officer of the Global Private Client Group... etc. |
The Motley Fool
September 25, 2008
Andy Louis-Charles |
A Goldman Opportunity The future of investment banking. |
Outside
June 2006
Bill Gifford |
High Rollers Meet the Champions Club, an elite group of bike-crazy execs who are richer than Croesus, can hammer with Lance, and are donating millions to ensure a gold-plated future for U.S. cycling |
BusinessWeek
September 25, 2006
Ronald Grover |
Broker To The New-Media Stars The MySpace deal has made a small firm one of the industry's hottest deal-makers. |
U.S. Banker
April 2007
Lee Conrad |
Financial M&A Sees Third-Highest Year on Record Mergers and acquisitions in the bank and thrift market staged a major comeback in 2006. |
The Motley Fool
June 11, 2007
Matt Koppenheffer |
Dueling Fools: Goldman Sachs Bull If you see a big-time bear market ahead, you may guffaw at the idea of picking up shares of Goldman Sachs at this point. |
