There really should be memes created in honor of Andy Sieg. If there was ever a bigger corporate shill for a brand now owned by its banking overlord - it’s…
COVID-19 quickly became a politically charged topic as it found its way into every corner of our lives. We aren’t here to talk politics, but rather the realities faced by…
Major bracket Wall Street banks have only recently institutionalized substantial retirement packages for senior advisors to sunset out with very few restrictions. Inheriting advisors who care to take over these…
Let’s play with a little math, shall we? In the past 90 months, Merrill Lynch has lost $230B in client assets due to advisor attrition. Yes, that’s billion with a…
As consumer interest in cryptocurrency investing has surged in recent years, registered investment advisory firms are warming slowly to an asset class that its more reserved proponents see as a…
Jamie Dimon, the CEO of JPMorgan Chase, has been a strong supporter of in-person work during the COVID-19 pandemic. Dimon flat out said, “he would fire New York-based employees who…
James Iannazzo was arrested for hurling a drink at a smoothie shop employee in an expletive-laced rant captured on a TikTok video (watch below).
On a TikTok video taken in a…
Wells Fargo Advisors hired a $2 million producer from J.P. Morgan Advisors in Los Angeles on Friday.
Steven Tann began his career in 1987 with J.P. Morgan Advisors’ predecessor, Bear Stearns,…