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The Swiss bank snags Wickham Cash Partners in Charlotte; reports $9 billion decline in net new money in Americas in Q4
Technology push at Morgan Stanley comes into focus after Solium Capital acquisition
At $4.4 billion, its financial advice business is small compared to brokerage giants
Expenses also increased at Wells Fargo Advisors, and the firm lost a clearing client
The moves will make the firm’s divisions more comparable to its competitors
Meanwhile adviser annual productivity reaches new peak of $1.35 million.
The aggregator reported 24 transactions either pending or closed so far this year.
The industry's largest IBD recruits advisers with $7.1 billion in first quarter.
The company called it a challenging first quarter, with pretax profits for wealth management Americas declining 6%.
The firm's better-than-expected inflows in the first quarter marked a rebound from fourth-quarter outflows.
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