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Ex-Morgan Stanley advisor launches Nordwand with Dynasty

Jim Martin launched Nordwand Capital with the help of Dynasty as part of a plan to offer new private venture funds to the firm's ultra-wealthy clients.

United kingdomMorgan stanleyDrexel burnham lambertShirl penneyChristopher boyleJim martinMark elzweigDaniel kaneLufkin jenretteConnor martinCambridge associatesCredit suisseFidelity family office servicesDeutsche bankDynasty financial partnersPennsylvania based nordwand capital

Wells gets aggressive with early, incentive-laden pay grid

The wirehouse is adding pay bumps for advisors with positive net new assets to encourage business growth in a time of shrinking client assets.

Wes eganMark elzweigSol gindiMorgan stanleyConsumer financial protection bureauMerrill lynchWells fargoSan francisco basedWells fargo advisorsIndustry newsWealth managementWirehouse advisors

Mark Elzweig

Mark Elzweig
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Mark elzweigNew york based

Is there a best day and time for a financial advisor to switch firms?

Is there a best day and time for a financial advisor to switch firms?
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Mark elzweigNew york based

Merrill Lynch loses $600M Broadway wealth team to LPL

Podcasting, a killer website, great marketing and freedom to focus were among the reasons why the team left.

United statesAl iskandariyahBoenning scattergoodRaymond jamesSylvia jorgensenMark elzweigRyan larragoityJustin hurdDavid earl spencerScott posnerBrokerage servicesMerrill lynchBroadway wealth managementGeorge alessandriaBrandy ebronWealth advisors