Financial Planning

Ahead of UBS protocol exit, $1.2B team jumps to J.P. Morgan Securities

A team that oversaw $1.2 billion at UBS left to join J.P. Morgan Securities Thursday ― squeaking in their move just prior to UBS's planned exit from the Broker Protocol on Dec. 1. The six-member group ...
Financial Planning

7 ways Morgan Stanley's protocol exit will backfire

When Morgan Stanley recently announced it was withdrawing from the Broker Protocol — a system installed 13 years ago to lay out clear rules for advisors who leave one firm for another — the decision ...
Financial Advisor

Morgan’s Protocol Exit May Not Slow Broker Defections

Morgan Stanley’s action this month to pull out of the broker recruiting protocol immediately triggered speculation about other firms possibly pulling out and predictions that advisors would suddenly ...
CoinTelegraph

Ruler and Cover DeFi protocol closes down amid mass developer exit

In a candid open letter, the lead contributor of Cover and Ruler Protocol, “DeFi Ted,” announced the protocol will close its virtual doors in the near future, citing a mass developer exit as the ...
Financial Advisor

Morgan’s Protocol Exit May Not Slow Broker Defections

Morgan Stanley’s action this month to pull out of the broker recruiting protocol immediately triggered speculation about other firms possibly pulling out and predictions that advisors would suddenly ...