Andrew Welsch, Barron's

Andrew Welsch


Walnut Creek, CA, United States

Contact Andrew

Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.

Start free trial

  • Unknown
  • Barron's
  • Financial Planning
  • Benefit News
  • Benefit Adviser
  • American Banker
  • The Bond Buyer
  • Mergers&Acquisitions
  • Bank Inv. Consultant
  • On Wall Street

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