07/01/2025
Antonia Murga appointed Market Head Latin America
I am very excited to announce the appointment
07/01/2025
I am very excited to announce the appointment
07/01/2025
Abel Montañez to drive growth and deepen client engagement across the Western U.S.
07/01/2025
Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific
07/01/2025
Serving ultra-high-net-worth clients and institutions for more than 40 years, Paul Trippe is a respected investment authority in the private banking industry.
06/30/2025
The resignations of Mr. Ming Yi, Mr. Fuyou Li and Ms. Ying Li from these positions were not a result of any disagreement with the Company
06/30/2025
Insurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.
06/30/2025
Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets
06/27/2025
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
06/27/2025
Diamandakis, whose role will be to support and build new relationships with sponsors and asset managers, joins the bank after 11 years at Citigroup.
06/27/2025
He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.
06/27/2025
Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles, has hired a chief financial officer about a month after its prior finance chief left for a competitor.
06/27/2025
He brings a wealth of knowledge and experience to the organization
06/26/2025
Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific
06/26/2025
"We are pleased and proud to welcome these Canadian business and investment leaders to our Advisory Board," said Ted Conrod, President of Focus Wealth Management.
06/26/2025
The RIA tech giant and portfolio manager has hired Valli Nachiappan, who has over two decades of experience in software development.
06/25/2025
He’s held field leadership roles, led advisor recruiting efforts, and was most recently managing director of PNC Investments Wealth Advisors.
06/25/2025
Sclafani, CEO of executive coaching firm ClientWise, joins the board of the Rise Growth Partners-backed hybrid RIA.
06/25/2025
Michael Liersch, whose career also included tours at Merrill Lynch and JPMorgan Chase, will join Edelman August 29 in the newly created role of chief planning officer.
06/25/2025
As COO, Weiner will focus on enhancing Apex Group’s global operational delivery and technology strategy.
06/25/2025
After clawing back part of its ownership stake from its private equity investor, Snowden Lane hired Rob Russak from Merrill to drive business development and Dana Crane from her freelance recruiting practice.