Articles tagged "Bob McCann"
Bob McCann will bring swagger, cash and cachet as co-chair of NewEdge Capital Group, a firm that cobbled $30 billion of AUA to compete with old rival Greg Fleming at Rockefeller Capital Management
Ex-Morgan Stanley brokerage prez, Greg Fleming got Rockefeller rocking, now Bob McCann will get the opportunity to do the same at NewEdge.
February 28, 2022 at 7:59 PM
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 at 3:09 AM
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 at 4:53 AM
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 at 4:23 PM
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 at 2:40 AM
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 at 4:28 AM
Coming Soon: Multi-Part Series on the Hou-Sear departure from Merrill Lynch
Intensity of breakaway was unprecedented, lawyers and custody execs say