Andy Tasnady

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  Regions' Latest Move Could Propel Sale of Morgan Keegan, Say Experts

  By Janet Levaux  |  October 24, 2011

  Regions Financial Corp. is offering potential suitors for its Morgan Keegan broker-dealer up to $200 million in financing, according to a report released Sunday.

• Krawcheck Out in BofA Reorg

  By Janet Levaux  |  September 29, 2011

  Bank of America said in early September that wealth-management head Sallie Krawcheck was leaving the company as part of a major reorganization of the bank and its operations.

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  UBS Loses ‘Credibility’ Again, Recruiters Say

  By Janet Levaux  |  September 20, 2011

  The latest scandal at UBS shouldn’t financially impact its U.S.-based financial advisors, experts say, but it could weaken the wirehouse firm’s recruiting and retention efforts.

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  Post-Krawcheck BofA: Will Advisors Stay or Go?

  By Janet Levaux, AdvisorOne  |  September 7, 2011

  Experts debate whether advisors are likely to jump ship or stay in the face of management changes.

• Gorman Says 'Be Brutal' as Firm's Results Improve

  By Janet Levaux, AdvisorOne  |  November 1, 2006

  At Morgan Stanley, the message is loud and clear: shoot for the best-quality, high-producing advisors. James Gorman, head of the firm's global wealth management group, says...