Merrill Lynch
In a significant move signaling an escalating battle for top talent in the wealth management sector, Merrill Lynch (NYSE: BAC) has aggressively ramped up its recruitment efforts, successfully attracting several high-profile financial advisor teams from rival Morgan Stanley (NYSE: MS) throughout 2024 and into 2025. This strategic offensive by Merrill,
Morgan Stanley
In a significant move that underscores the intense competition for top financial advisory talent, Morgan Stanley (NYSE: MS) has seen a prominent team of advisors, The McGrath Group, depart for RBC Wealth Management. This high-profile transition, occurring just yesterday, November 12, 2025, involves a team managing a substantial $705 million
RBC
Toronto, ON & New York, NY – November 13, 2025 – Royal Bank of Canada (TSX: RY, NYSE: RBC) has once again made significant waves in the competitive U.S. wealth management landscape, successfully luring a high-profile advisory team from rival Morgan Stanley (NYSE: MS). This latest strategic recruitment, involving the substantial
Sun Life Financial
Toronto, Canada – Sun Life Financial Inc. (NYSE:SLF), a global financial services organization, presented a nuanced third-quarter 2023 earnings report that painted a picture of both significant gains and underlying challenges. While the company recorded a robust reported net income of C$871 million, a substantial increase from C$111
iA Financial
Quebec City, QC – November 4, 2025 – iA Financial Corporation (TSX: IAG; OTCPK: IAFNF) has once again demonstrated its commitment to shareholder returns by declaring a quarterly dividend of $0.99 per common share. The announcement, made today, solidifies the company's consistent payout strategy, reinforcing investor confidence in its
Charles Schwab
WESTLAKE, Texas – October 23, 2025 – The Charles Schwab Corporation (NYSE: SCHW) today announced a regular quarterly cash dividend of $0.27 per common share, reaffirming its commitment to shareholder returns. Concurrently, the financial services giant also declared dividends for its outstanding preferred stock series. This consistent declaration signals robust financial
Ethic Inc.
October 22, 2025 – Ethic Inc., a prominent tech-driven asset management platform, is making significant waves in the financial landscape, not just through its own substantial growth and funding rounds, but also by empowering its clients to strategically invest in the technology and energy sectors through personalized, sustainable portfolios. As of
Financial Markets
Major U.S. financial powerhouses, Bank of America (NYSE: BAC) and Morgan Stanley (NYSE: MS), have recently unveiled exceptionally strong third-quarter 2025 earnings, significantly outpacing market expectations. These robust results, released on October 15, 2025, are more than just impressive numbers; they are a critical barometer for the health of
Morgan Stanley
Morgan Stanley (NYSE: MS) shares surged today, October 15, 2025, after the financial giant announced its third-quarter 2025 earnings, significantly exceeding analyst estimates for both earnings per share (EPS) and revenue. The impressive performance, driven by robust investment banking activities, increased trading volumes, and continued growth in wealth management, has
Financial Markets
The financial services landscape is witnessing a significant strategic alliance as EQ and Raymond James Financial (NYSE: RJF) announce a comprehensive partnership aimed at delivering a cutting-edge equity stock plan solution to their clients. This collaboration marries EQ's innovative equity management platform, EquiTrax, with Raymond James' extensive
Personalized Asset Allocation
Baltimore, MD – October 14, 2025 – In a significant push towards more inclusive and effective financial planning, T. Rowe Price (NASDAQ: TROW) has spotlighted the profound benefits of personalized asset allocation for senior investors. This approach is gaining traction as a crucial mechanism to navigate and mitigate the cognitive challenges that
Flagstar Financial
New York – October 3, 2025 – Flagstar Financial (NYSE: FLG) experienced a significant surge in its stock price today, climbing 3.4% in early trading. This notable performance comes on the heels of the company's strategic announcement to substantially expand its investment office and build out its wealth management