Mason Braswell is the Editor In Chief for AdvisorHub, a publication focused on the financial advisory industry. With a wealth of experience in reporting on the industry, Mason covers a wide range of topics including personnel changes, recruiting trends, and regulatory developments. His articles provide valuable insights and analysis for financial advisors and professionals in the wealth management sector.
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Mason Braswell's coverage predominantly focuses on financial services, wealth management, brokerage firms, and financial advisors. His articles often cite data and legal policy regulation. From the themes covered and topics addressed in his articles, it is evident that he concentrates on business & industry as well as finance.
Given this focus, individuals or organizations with expertise in the financial services industry may find success when reaching out to Mason. Sources who can provide insights into trends within wealth management, brokerage firms' operations, regulatory changes affecting the industry or have pertinent data to support their claims are likely to capture Mason's attention.
As there is no specified geographic focus for his reporting, experts from various regions could potentially offer valuable perspectives if they have unique insights relevant to global or national trends within the financial services sector.
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David R. Poole, head of Citigold and Citigold Private Client in North America.
John W. Thiel, who on Monday announced his plans to start an RIA with former Merrill Lynch colleagues.
By: Mason Braswell
Wells Fargo Advisors is establishing a new policy requiring independent brokers at its Financial Network channel to seek approval in some cases before selling stakes in their practices, according to several sources at the firm.
By: Mason Braswell, Miriam Rozen
Merrill Lynch executives have told brokers that they need to “reestablish” their value as industry fee compression trends appear to be taking a tougher toll on the wirehouse compared to its peers.
The Financial Industry Regulatory Authority is seeking to raise member fees to help keep pace with the rapidly increasing cost of overseeing the brokerage industry, according to a proposal filed with the Securities and Exchange Commission on Tuesday.
By: Mason Braswell
(L to R) Adam Ours, John Koch, Jr. and Padma Jambunath, who joined Raymond James from Merrill Lynch on November 7.
Robinhood Markets, known for its trading application, signaled its broader wealth management ambitions on Tuesday as it said it inked a deal to buy advisory firm technology provider TradePMR for around $300 million.
Brendan Krebs, who was promoted to lead recruiting in January, resigned on Tuesday.
By: Mason Braswell
Shore to Summit Founding Partner and CEO Scott L. Brown, who agreed to sell a stake in his firm to Merchant last week.
With an eye toward boosting a lagging profit margin at its U.S. wealth unit, UBS is trimming a popular incentive for teams and nicking rates on its core pay grid for brokers next year, according to sources familiar with the changes.
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