Ashley Lau – Page 6 –

U.S. advisers cut exposure to Europe as worries weigh

August 23, 2021 at 8:37 a.m.

NEW YORK (Reuters) - Atlanta-based adviser Jason Lina has staunchly defended his firm's 10 percent position in European equities this year, citing attractive valuations to clients, even as the region's...

U.S. advisers cut exposure to Europe as worries weigh

December 24, 2018 at 5:48 a.m.

NEW YORK (Reuters) - Atlanta-based adviser Jason Lina has staunchly defended his firm's 10 percent position in European equities this year, citing attractive valuations to clients, even as the region's...

Merrill, Morgan Stanley doling out Facebook shares

December 24, 2018 at 3:49 a.m.

NEW YORK (Reuters) - Santa - or scrooge - has come early for advisers at Bank of America Merrill Lynch and Morgan Stanley Smith Barney. Advisers at the two firms...

Merrill, Morgan Stanley doling out Facebook shares

August 23, 2021 at 7:00 a.m.

NEW YORK (Reuters) - Santa - or scrooge - has come early for advisers at Bank of America Merrill Lynch and Morgan Stanley Smith Barney. Advisers at the two firms...

Raymond James hires adviser team from Morgan Stanley

August 23, 2021 at 5:31 a.m.

(Reuters) - Raymond James Financial has expanded its recently acquired Morgan Keegan brokerage unit, adding four former Morgan Stanley Smith Barney advisers to the company's newest broker-dealer division in Ohio....

Wells Fargo opens business for the ultra-wealthy

August 23, 2021 at 3:37 a.m.

(Reuters) - Wells Fargo & Co opened its new Abbot Downing business on Monday, merging two of its wealth management units under a new brand it hopes will expand its...

Wells Fargo opens business for the ultra-wealthy

December 23, 2018 at 10:16 p.m.

(Reuters) - Wells Fargo & Co opened its new Abbot Downing business on Monday, merging two of its wealth management units under a new brand it hopes will expand its...

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