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On Wall Street July 1, 2010 Lee Conrad	Barclays Builds Its Beachhead In The U.S.-- But Can It Pick Up The Pace? There are lingering questions in some corners over whether Barclays Wealth can really make a go of it in the United States.
Registered Rep. August 11, 2015 Megan Leonhardt	Does Stifel Have an Attrition Problem? Over 20 percent of Barclays advisors have departed since Stifel Financial announced it would acquire the U.K. bank's wealth management unit in early June.
Registered Rep. June 1, 2008	The Real Rainmakers In total, about 50,000 securities industry employees in the United States lost their jobs this year. But not retail financial advisors; the wealth management units, by comparison, are doing very well.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
AFP eWire July 21, 2009	Study of U.S. and U.K. Wealthy Shows Generosity Still High A report published this month by Barclays Wealth indicates that high net worth donors in the United States and the United Kingdom continue to give generously despite the bad economy.
On Wall Street March 1, 2012	Who's News UBS Wealth Management Americas has hired six financial advisors... Morgan Stanley Smith Barney hired Merrill Lynch advisors Philip Ressa and Justin Cho... Barclays Wealth has hired eight financial advisors...
U.S. Banker November 2008 Michael Dumiak	Barclays Plc's Newfound Sway In the New World Barclays is open for business in America with 10,000 new employees taken from Lehman Brothers and observers are mulling how the new-look Barclays will be positioned in the U.S.
The Motley Fool March 10, 2010 Alex Dumortier	Which Large Bank Is a Target? Barclays Bank, the U.K.'s second-largest bank, is on the prowl for a U.S. retail bank.
The Motley Fool August 8, 2008 Alex Dumortier	Is Barclays the Big Bank to Own? Barclays' first-half earnings provide some vindication of the strength of the "universal bank" model, in which investment and commercial banking are housed under one roof.
Wall Street & Technology May 18, 2008 Melanie Rodier	Keeping Tabs Cox Joins Barclays; Northern Trust Promotes Daswani; The Depository Trust & Clearing Corp. Names Four Members to Board of Directors.
The Motley Fool February 23, 2007 Nathan Parmelee	Barclays' Juggernaut Keeps Rolling Barclays' fee businesses continue to power growth. Investors, take note.
On Wall Street August 1, 2012 Mason Braswell	Solid Business Models Key to Success in Difficult Economy The second quarter has just wrapped up. It's after the closing bell on the first Wednesday of what many analysts believe will be a tempestuous round of earnings announcements. But Ron Kruszewski, the president and chief executive officer of Stifel Nicolaus, is bullishly calm.
The Motley Fool February 15, 2011 Cliff D'Arcy	Barclays Banks Over 6 Billion Pounds Barclays' profit rises by a third, thanks to a big drop in write-offs.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
On Wall Street June 1, 2013 Lorie Konish	Editor's Letter: Results of Our Annual Broker-Dealer Survey A run-down of the stories in this issue, including how top firms fared in wealth management, and a look at what new regulations mean for the industry.
The Motley Fool June 18, 2011 Cliff D'Arcy	Barclays Wants Billions More in Revenue The bank aims to cut costs, boost revenues, and improve returns to investors.
Registered Rep. September 3, 2015 Mindy Diamond	Should I Stay or Should I Go? When Stifel Financial announced its intent to acquire Barclays' 180+ advisor wealth management unit, the news sent shockwaves throughout the advisor world.
On Wall Street February 1, 2010 Frances A. McMorris	When Firms Collide: Is Culture Clash Inevitable? Merged companies have been integrated and new executives have taken up their posts, but everyone is still trying to adjust.
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.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Registered Rep. May 24, 2010 Halah Touryalai	The Ultra Wealthy Have A Gloomy Outlook, Keeping A Careful Eye on Their Portfolios The financial crisis left some serious emotional scarring on the ultra rich.
Wall Street & Technology February 12, 2007 Cory Levine	Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them.
BusinessWeek February 17, 2011 Jeffrey McCracken	Banking on Lehman, Barclays Rises in M&A The ability to provide financing is helping Barclays Capital go head-to-head with Goldman Sachs.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
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.
Registered Rep. May 31, 2013 Megan Leonhardt	Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up.
Wall Street & Technology May 30, 2007 Melanie Rodier	Market for Wealth Management Compliance Systems Set to Jump 15% by 2011 Investment advisors are expected to spend the most on technology as they are among the fastest growing and most regulated group of advisors. But hedge funds are also likely to increase IT spending.
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
BusinessWeek April 7, 2011 Charlie Rose	Charlie Rose Talks to Bob Diamond of Barclays The CEO of Barclays talks about the need for stimulus-free job growth -- and recalls the circumstances that drove Lehman into his arms.
The Motley Fool September 17, 2008 Alex Dumortier	Barclays Guts Lehman Barclays announced today that it would acquire Lehman's U.S. broker-dealer subsidiary for $1.75 billion. The deal gives Barclays immediate heft in the U.S. debt and equity capital markets.
Registered Rep. July 1, 2006 Kristen French	Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.
Registered Rep. August 1, 2005 John Churchill	Rich Brands, Poor Brands Wealthy clients are very familiar with wirehouse brand names -- a sign that the industry's heavy marketing is paying off. But when it comes to rating the actual services that firms deliver, wealthy clients favor boutique trust firms and private banks.
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.
BusinessWeek August 9, 2004 Stanley Reed	Barclays: Big, But Too Small The British bank shines in investment banking and exchange-traded funds (ETFs) -- but to be a global star, it needs a megadeal.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
The Motley Fool February 20, 2008 Christopher Barker	Barclays' Earnings: Jolly Good The British-based bank delivers an upbeat outlook and modest writedowns.
Financial Planning December 1, 2010 Matt Brady	Timing Is Everything The era of historically low income tax rates, when investors enjoyed a maximum tax rate of 15% on long-term capital gains is likely coming to a close. In 2011, federal tax rates will likely revert to higher levels, with more increases expected in 2013 and afterward.
Registered Rep. December 7, 2015 Gregory J. Fleming	View From the Top: The Durability of Wealth Management The two powerful forces that are changing every aspect of our lives, technology and demographics, will also change the wealth management business profoundly over the next quarter century.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
BusinessWeek April 10, 2006 Stanley Reed	Barclays: Anything But Stodgy President Bob Diamond has turned the once-troubled investment banking unit into a powerhouse. Is there still more he can accomplish at Barclays?
On Wall Street April 1, 2010	Who's News People: David S. Lynn joins Morgan Stanley Smith Barney... UBS Private Wealth Management promotes Frank Minerva to COO... Philip Fett joins JPMorgan Chase... more...
Investment Advisor September 2006	Upgrades SEC Commissioner Christopher Cox said August 7 that the SEC will not appeal the D.C. Circuit Court of Appeals' decision in Goldstein v. SEC... According to Barclays Global Investors, exchange traded fund flows surged in June... etc.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
Registered Rep. March 28, 2012 Charles Paikert	Branch Managers Are Key For Aggregator Growth There is growing demand for their talents in one corner of the wealth management universe: newly formed aggregators who are busy buying up firms and opening offices across the country.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
On Wall Street June 1, 2010	Who's News Wells Fargo Advisors recruits a number of new financial advisors... UBS Wealth Management Americas recruits several new teams... Barclays Wealth hires Gary Krieger...