Mason Braswell's profile photo

Mason Braswell

New York

Editor-in Chief at AdvisorHub

Editor @AdvisorHubInc. [email protected]

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Articles

  • LPL CEO Wines, Dines, Takes ‘Rain-Soaked Bike Rides’ to Woo Commonwealth Brokers

    1 week ago | advisorhub.com | Miriam Rozen |Mason Braswell

    LPL Financial Chief Executive Officer Richard C. Steinmeier adhered on Thursday evening to a rosy forecast that his company will retain 90% of Commonwealth Financial Network’s advisor roster when it finalizes its proposed $2.7 billion purchase of the company.

  • UBS Switches Stock Plan Software Provider, Cutting Morgan Stanley Tie

    2 weeks ago | advisorhub.com | Mason Braswell

    UBS Wealth Management USA is switching software providers for its stock plan management business as an earlier contract with rival wirehouse Morgan Stanley is ending. UBS has partnered with Raleigh, North Carolina-based insightsoftware to help companies and executives create and manage employee equity plans, according to an announcement on Tuesday.

  • Stifel Wealth Earnings Slide 57% After Costly Arbitration Loss

    3 weeks ago | advisorhub.com | Mason Braswell |Karmen Alexander

    Stifel Financial’s Global Wealth Management earnings fell by almost 57% in the first three months of the year as legal costs soared following a large arbitration ruling. Stifel’s wealth profit fell to $126 million from $291 million in the year-ago quarter, the company reported on Wednesday. The firm said it set aside $180 million in the quarter tied to a single arbitration ruling and reserves for pending related arbitration claims.

  • Merrill Lynch Loses Teams With $3.5 Billion to Rockefeller, Morgan Stanley, Adds $1.9 Billion Group

    4 weeks ago | advisorhub.com | Karmen Alexander |Mason Braswell

    Amid a frenzied week of moves, Merrill Lynch has lost a $2 billion-asset team going to Morgan Stanley and another two teams managing $1.5 billion combined who moved to Rockefeller Capital Management but gained a team that managed $1.9 billion at Raymond James. The moves extend Merrill’s losses for the week after two teams managing $2.9 billion combined joined Stifel Financial on Wednesday.

  • RBC Woos J.P. Morgan Team Managing $5 Billion in New York City

    4 weeks ago | advisorhub.com | Mason Braswell

    RBC Wealth Management-U.S. notched one of its largest hires on Thursday, a J.P. Morgan Advisors team managing $5 billion in assets in New York City, a spokesperson confirmed. The Degenaars Babb Group is led by Glenn S. Degenaars and Jason L. Babb, who have 16 and 17 years of experience, respectively. They had joined J.P. Morgan, the Wall Street bank’s cadre of traditional brokers, in May 2023 through the bank’s purchase of First Republic at government auction.

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Mason
Mason @masonbraswell
2 Aug 24

Morgan Stanley to Let Advisors Recommend Two Bitcoin ETFs https://t.co/1jB3NBnvwX

Mason
Mason @masonbraswell
25 Oct 23

Morgan Stanley’s Ted Pick Will Succeed James Gorman as Next CEO https://t.co/zxj3fDUjFz

Mason
Mason @masonbraswell
29 Jun 23

SEC Report Raises Alarms About RIAs’ Use of Mandatory Arbitration Clauses https://t.co/bbbawaH8GU