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Articles tagged "Sarch Leitner"


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Marc Shachtman: Affiliating with HighTower was unequivocally the right choice.

HighTower hooks a 'rare' Miami catch of a JP Morgan Private Bank stripe at a crucial moment

As sales chatter hits a fever pitch on the conference cocktail party circuit, the Chicago roll-up affiliates with a white shoe recruit and gains some needed business-as-usual credibility

October 5, 2017 at 11:23 PM

Andrew Stoltmann: Schwab has always been the big-eyed doe sitting off on the sidelines.

After Morgan Stanley 'raided' Schwab branch in San Francisco, Schwab fought in FINRA 'court' and lost, but perhaps won on the larger level

The San Francisco-based $2.4-trillion broker still isn't swallowing the loss and sent a clear message that it will battle tirelessly

September 4, 2014 at 4:40 PM

Jeffrey Fratarcangeli is the dream FiNet recruit -- big assets from a big rival.

The perplexing case of Wells Fargo's non-wirehouse advisors: A blueprint for Merrill, UBS and Morgan or a cheap lesson in what not to do

The good news is that FiNet is the fastest growing channel at Wells Fargo; the bad news is that its brand and compliance can be hindrances

July 29, 2014 at 9:14 PM

Sharon Miller: We partner back and forth between Merrill Lynch and Merrill Edge so it is seamless.

The amazing success of Merrill Edge and why some legacy Merrill brokers think it's eating their seed crop

It won $87 billion in brokerage assets in three years, but some old Merrill Lynch vets say it's just pulling emerging accounts away from thems

September 23, 2013 at 6:30 PM

Mike Papedis: For reasons unknown, it hasn't translated to movements.

Deal-making momentum is AWOL 'for reasons unknown,' but HighTower Advisors wins an outsource deal with a fresh $500 million Morgan Stanley breakaway

This deal looks pretty normal, but the Alabama sign-on looks like a pioneer in this eerily quiet market

September 18, 2013 at 3:32 AM

Jeff Spears: People have the mantra that if it ain't broke, don't fix it. There are no pain points.

How two deals struck last week show midsize RIAs reigniting the M&A and breakaway movements

The stakes are high for an ex-Morgan Stanley team that bolted with years to go on retention bonuses and a Virginia RIA is hitching its expansion plans to United Capital's star

July 15, 2013 at 4:15 PM

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