I was drinking coffee at my desk, reading the tape, and nosing around for reasons to delay my morning regimen of smile-and-dial. I had recently joined a big shop on Wall Street–it was the mid-'90s, the heyday of rollups, when lots of industries were being consolidated–and I regarded cold calling as the salt mines of wealth management.
April 29, 2013
Goodbye, Thundering Herd. So long, Morgan Stanley and UBS . It was fun while it lasted. The best, most visionary advisers are taking clients from the big uglies of Wall Street and delivering them to the promised land of RIAs and better money management.