Articles tagged "Bob McCann"


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The 13 most telling quotes from UBS's Bob McCann in his Washington Post interview

The ex-Merrill brokerage chief's comments walk the RIA-wirehouse line

July 11, 2014 — 3:09 AM UTC

First Republic pays a staggering sum for Luminous Capital, sources say, and shifts the breakaway and M&A games in the bargain

Recruiters are getting renewed interest from big wirehouse teams and the $125 million deal shows that breakaway brokers can realize big enterprise value in short order

November 8, 2012 — 4:53 AM UTC

The 10 things Morgan, Merrill, UBS and Wells Fargo could do if they really, really wanted to stem the RIA tide

Advisors are happy to hand over the blueprint to wirehouses because they're certain the firms are too fainthearted to execute it

October 9, 2012 — 4:23 PM UTC

Is UBS channeling its inner IBD in levying $15 charges on its advisors for redundant mobile devices?

The wirehouse's charges seem on target on paper but are they penny rational and pound foolish?

August 8, 2012 — 2:40 AM UTC

Taking A Break From the Turkey?

RIABiz's top 10 stories from the past month offer a window into what RIAs care about

November 26, 2009 — 4:28 AM UTC

Coming Soon: Multi-Part Series on the Hou-Sear departure from Merrill Lynch

Intensity of breakaway was unprecedented, lawyers and custody execs say

September 18, 2009 — 5:35 PM UTC
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