Articles tagged "Fred St. Laurent"


HeadlinePublish date

Schwab hits the nine-franchise mark as it seeks one new, first-rate chief to head it up

New franchises are hitting asset goals and five more franchises are in the hopper for launch

November 12, 2012 — 9:46 PM UTC

Sallie Krawcheck talks tough -- and with disarming openness -- online about the glass ceiling and lip gloss

With 45,517 followers on LinkedIn alone the ex-wirehouse exec is using a first-person voice to reinvent herself and expand her sphere of influence, observers say

November 2, 2012 — 4:30 AM UTC

Seeing her small clients take Morgan Stanley's brunt, a 12-year Smith Barney vet decamps with $100 million after meeting with Schwab

Rene' Nourse joins CONCERT to avoid telling smaller clients that MSSB benefits were being taken away and to create a brand aimed at middle class urbanites

June 22, 2012 — 5:13 AM UTC

What to make of Sallie Krawcheck's emergence as a Twitter-sphere celebrity

The ex-Merrill Lynch exec reveals a self-deprecating bent but the 'crazed UNC basketball fan' still doesn't seem sold on the differences between RIAs and stockbrokers

May 2, 2012 — 4:21 AM UTC

Walt Bettinger explains to Wall Street why some prospects are balking at investing in Schwab franchises

The Schwab CEO tells listeners of the interim update that the $10 million asset-gathering quota is a psychological hurdle -- but one that can be overcome

April 27, 2012 — 3:01 PM UTC

Merrill Lynch springs a 62-advisor, $13 billion asset leak in the first quarter

February was a cruel month for the wirehouse as payouts and retention bonuses came due; UBS came out smelling like a rose

April 17, 2012 — 5:25 AM UTC

Breaking away from Merrill with $1 billion of assets, a HighTower RIA returns to scoop up $200 million more

The advisors were on separate teams so Pagnato-Karp Group tested the waters then gave the all-clear signal to Charles Holt

March 27, 2012 — 4:07 AM UTC

Merrill Lynch unveils changes to broker compensation

LPL, Schwab, TD, and RIAs are poised to reap a windfall as Bank of America says no thanks to the $250,000 set

December 30, 2011 — 1:44 PM UTC

What one recruiter learned about Schwab's franchises after talking to Mary

Initially skeptical, on closer inspection and after talking to Schwab's first franchisee, our correspondent sees a real value proposition in the offing

December 21, 2011 — 3:55 PM UTC

Merrill Lynch brokers brace for sweeping comp changes as Sallie Krawcheck departs BoA and takes her advocacy with her

It's like 2008 all over again with some brokers just wanting out as clients question choice of employer, recruiter says

September 7, 2011 — 4:39 AM UTC