Andrew Welsch
Barron's
Walnut Creek, CA, United States
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Past articles by Andrew:
You Could Live to 100. The Trick Is Not Running Out of Money.
More people are living longer and healthier. Here’s how to make sure your retirement savings lasts, while still living life to the fullest. → Read More
The Best Robo-Advisor for You: Barron’s Annual Ranking
Investors have more sophisticated choices than ever before. Here’s how to pick the right one for your needs. → Read More
Investors Sue Vanguard After Target Date Funds’ Big Tax Bill
The lawsuit says that changes Vanguard made benefited institutional investors, but left individual investors with taxable accounts “holding the tax bag.” → Read More
How to Manage Your Investment Portfolio Amid Chaos
Financial advisors weigh in on what investors should—and shouldn’t—do in light of today’s market dynamics → Read More
Rockefeller hires Merrill Lynch advisors with $550M, adds new location
The firm currently fields 40 teams, most of which have joined this year. → Read More
Merrill Lynch promotes exec to oversee Southeast division
Steve Alch, a U.S. Army veteran, has been with the company since 2001 and has overseen the wirehouse’s operations in Orlando. → Read More
Top-ranked Merrill Lynch advisor joins J.P. Morgan Securities
With more than $1.1 billion in client assets, it is the bank's biggest hire of the year. → Read More
RBC recruits $1.2B all-woman team from J.P. Morgan Securities
The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year. → Read More
UBS hires 3 advisors with more than $400M
UBS picked up a trio of ex-Wells Fargo advisors managing more than $400 million in client assets, the firm said. The new hires joined from two locations: Irvine, California and Los Angeles. The wirehouse has reduced its recruiting efforts and its headcount has trended downward in recent years, but it continues to selectively recruit advisors who cater to high-net-worth and ultrahigh-net-worth… → Read More
Janney hauls in $860M in new hires
The regional BD picked off teams from Merrill Lynch, UBS and Raymond James in a (mostly) September sweep. → Read More
RBC lands $625M team from Morgan Stanley
The multigenerational group includes a grandfather, father and son. → Read More
Merrill aims to foster new advisor talent from within BofA's ranks
The company is turning to what it sees as a talent pool with proven success rates. → Read More
Steward Partners forays into M&A with deal for $3.4B wealth business
The independent firm has been an aggressive recruiter since its founding in 2013. → Read More
Advisors back Trump as better for wealth management, America
A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey. → Read More
Stifel hires former UBS, Merrill teams to staff two new offices
The seven advisors managed more than $450 million in combined client assets. → Read More
Judge quashes Credit Suisse bid to vacate advisor arbitration award
The bank was seeking to overturn some $400,000 in attorney fees awarded to four advisors as part of a $2 million case. → Read More
With $2.3B in new hires, Rockefeller furthers hot recruiting streak
The firm is targeting elite advisors who cater to high-net-worth and ultrahigh-net-worth clients. → Read More
Raymond James recruiting sweep nets nearly $2B in new hires
Some of the recently acquired advisors will staff new branch offices for the growing BD. → Read More
Merrill Lynch curtails asset managers’ perks for advisors
The free lunches are over. Sort of. → Read More
Judge knocks down JPMorgan’s ‘almost laughable’ argument in win for Ameriprise advisor
Pressing the bank for examples of non-solicitation violations, the judge cut off JPMorgan’s attorney: “you are dancing all around my question.” → Read More