01/19/2022
RBC’s new hires are experienced advisors and each had been affiliated with Truist since 2016, according to BrokerCheck, the public database maintained by industry self-regulatory Finra.
01/19/2022
Taraporevala joined State Street Global Advisors in 2016
01/19/2022
As this wonderful city has evolved, we have positioned our Miami office to mirror the influx of diverse residents with the addition of Gina, Sebastien, Tamara, Jessica and Francesca
01/19/2022
The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.
01/18/2022
The firm recently advised on the sale of Enowa, a Philadelphia-based SAP consultancy, to Reply.
01/18/2022
Canopius Group has appointed Trevor Moss as head of investor relations
01/18/2022
Ken’s strategic sense for the business dynamic of restructurings – informed by his work on some of the largest bankruptcies in history both as a lawyer and as a financial advisor – will make him an incredible asset to our clients.
01/17/2022
The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.
01/17/2022
In his new role, Lynch will work with Larry Perkins, founder and CEO of SCP, to expand the firm’s presence nationwide while also continuing to lead client engagements.
01/17/2022
He was the Founder and Managing Director of a consulting firm working with financial services firms in Canada.
01/14/2022
He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.
01/14/2022
Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities
01/14/2022
Thirty-four of the new senior leader promotions were in the Americas (44%), 26 were in EMEA (33%), and 18 were in Asia-Pacific (23%).
01/14/2022
“I am grateful to lead CFP Board at a time when the financial services industry is shifting towards providing consumers holistic integrated advice — what we call financial planning,”
01/14/2022
This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.
01/14/2022
McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.
01/14/2022
That committee on Tuesday held a nomination hearing for Fed Chair Jerome Powell, whom Biden chose to nominate to a second term.
01/13/2022
E.K. has more than 1,600 employees in 20 offices across the Americas, Europe, and Asia-Pacific providing management consulting services to large organizations in a range of industries.
01/13/2022
Christine Reed joins from Goldman Sachs
01/12/2022
Prior to joining Rockefeller in 2019, Clark was Managing Director and Director of Sustainable and Impact Investing at Glenmede, instrumental in launching and building its business.