Karmen Alexander is an Associate Editor at AdvisorHub. She specializes in the BFSI sector, focusing on financial services, wealth management, asset management, and investment strategies, while also covering critical topics such as corporate finance, data breaches, and cyber attacks. Karmen's insights and expertise have been featured in various publications, including AdvisorHub.
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United States (National)
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Karmen Alexander's coverage of financial news is heavily focused on legal and regulatory aspects, business developments, and private sector announcements within the United States. To effectively pitch to her, consider offering insights from experts in finance law or compliance issues related to brokerage firms or wealth management.
As Karmen primarily covers news related to employment disputes and revenue sharing among brokerage firms, she may particularly be interested in receiving pitches that provide expert commentary on recent legal actions taken by regulators against financial institutions or individuals.
Given her national focus on the United States, ensure that any pitched content pertains specifically to events or developments occurring within the country’s financial industry.
This information evolves through artificial intelligence and human feedback. Improve this profile .
Katie Bickle (left) and Chris MacLellan, who joined Citizens Private Wealth from Northern Trust.
By: Karmen Alexander
A former Morgan Stanley broker convicted of defrauding former NBA players was ordered to repay his former firm around $8.7 million in a case that shows the collection risk wirehouses face in their multibillion-dollar recruiting efforts.
By: Mason Braswell, Karmen Alexander
Robert W. Baird & Co. is reviewing whether to continue to participate in Forbes-Shook advisor rankings and has given brokers the option to remove existing references to the accolades from their marketing, according to an internal memo viewed by AdvisorHub.
Dayne Crist (left) and Pasha Azad, who joined UBS from Bernstein Private Wealth Management.
SBS Retirement Consultants, which joined &Partners from Commonwealth in Fairbanks, Alaska.
By: Karmen Alexander
The Financial Industry Regulatory Authority barred a former Merrill Lynch international broker who the wirehouse fired in February 2025 for failing to properly apply discounts on client accounts.
Edward Phillipp (left) and Michelle Colquhoun, who joined Rockefeller from Stifel in Chicago.
By: Karmen Alexander, Mason Braswell
Ahead of a traditionally busy Labor Day weekend for advisor moves, UBS Wealth Management USA recruited three teams managing around $2.65 billion combined from Morgan Stanley Wealth Management and Merrill Lynch.
By: Karmen Alexander
Amid a series of moves ahead of Labor Day Weekend, Merrill Lynch reeled in a Morgan Stanley private wealth team managing $1.2 billion in assets in McLean, Virginia, according to an announcement.
Manuel Monasterio (left) and John Vazquez, who joined Merrill Lynch from UBS in Santa Fe, New Mexico.
