Miriam Rozen - Profile and Journalist Details
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Miriam Rozen
Verified
Senior Editor, AdvisorHub
New York
Beats
Biography
Veteran reporter covering the business & legal worlds
Business, Arts, Entertainment, Sports , Health, education & training travel and hospitality, Tourism, Politics, Society, oil and gas agriculture, Science and Technology, lifestyle banking and finance
I'm always open to ideas
Content
By Miriam Rozen Verified| AdvisorHub Verified Andy Sieg, who left Merrill Lynch two years ago to lead Citi Wealth, is winning more kudos as Citi Chief Executive Jane Fraser on Wednesday credited him for rising revenue and earnings at the division. The team of external hires Sieg has assembled and the product and investment services that he has added have given the wealth division “real horsepower and firepower,” Fraser told analysts on the company’s first quarter earnings call on Tuesday.
By Miriam Rozen Verified, Mason Braswell Verified| AdvisorHub Verified Bank of America is making steady progress towards its ambition of more closely tying its Merrill Lynch retail brokerage unit with its consumer bank, executives said on Thursday. Around 62% of Merrill customers now have a relationship with Bank of America, according to the bank’s first quarter earnings on Tuesday. The portion of clients is now “approaching two-thirds of the client base,” Chief Financial Officer Alistair Borthwick touted on a conference call with analysts.
By Miriam Rozen Verified, Karmen Alexander| AdvisorHub Verified Wells Fargo’s Wealth and Investment Management division posted rising revenue and profit in the first three months of the year, but executives warned on the company’s earnings call that that uncertainty looms.
Company Info
AdvisorHub
AdvisorHub is a media and information platform based in Middleburg, Virginia, dedicated to serving financial advisors. With a team of former advisors and industry executives, it provides a range of news, data, and resources tailored to the needs of financial professionals. The platform attracts over 600,000 monthly page views and 180,000 unique visitors, primarily consisting of licensed financial advisors and industry professionals. AdvisorHub offers breaking news, compensation data, and industry analysis, focusing on wirehouse and RIA movements, regulatory changes, and market trends. It partners with firms like 3xEquity to deliver anonymous recruiting deal comparisons and compensation benchmarks. The platform also features educational resources, including the AH Institute Library, podcasts, and webinars, which engage a significant portion of its audience. Specialized sections cover FinTech tools, boutique asset managers, and provide a forum for advisors to share best practices. AdvisorHub aims to support high-producing advisors in optimizing their practices through data-driven insights.
'+1 540-326-8191
Founded: 2014