If you want further proof that Merrill Lynch (actually it’s just Merrill now) has fully morphed into a bank brokerage we’ve got it for you. They aren’t even trying to…
You would think that name recognition and brand value would still hold some sort of sway in this industry. The numbers tell a different story altogether.
The biggest losers when it…
The numbers have moved beyond eye-popping at this point. It is no longer an anomaly or ‘normal attrition’ as described in a moment of cognitive dissonance from J. P. Morgan…
In a weekend conversation with two well-known national wealth management recruiters a few very specific themes emerged. As the markets have remained at all-time highs and even hitting new highs…
If you have decided to go work for Merrill Lynch, under the ownership of Bank of America, in the past 3-5 years - make no mistake, you are a banker.…
There’s been a lot said about the massive shift in private banking and ‘non-traditional’ recruiting over the past several months. Much has been written about both J. P. Morgan and…
UBS hasn’t found the secret sauce, they’ve perfected the use of Thor’s magical hammer and are pounding away at rivals who’ve yet to figure out a way to match their…
In a conversation with a current and prominent J. P. Morgan Private Banker, several internal strategies for dealing with the current exodus were shared with us. To describe those strategies…