01/12/2024
InvestCloud installs former Fiserv chief as CEO
Yakubi was previously the CEO and chairman of Fiserv
People Moves
01/11/2024
Fiera Capital Appoints President and Chief Executive Officer, Fiera Canada and Global Private Wealth
He will be based in Montreal and joining Fiera Capital's Executive Committee.
01/11/2024
Industry Leader Dave Kelly Appointed Chief Operating Officer Of Richardson Wealth
This will create important bandwidth for us to focus on the other two pillars of our strategy
01/11/2024
Goldman Sachs Names New Head of Retirement
Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.
01/11/2024
InvestCloud Appoints Jeff Yabuki as Chairman and CEO
Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth
01/11/2024
Bank of America Names Naveed Shujaat President of Central Florida
Steve Alch to focus on leading Merrill in Southeast United States
01/10/2024
JP Morgan AM expands European ETF sales team with triple hire
Appointments from Amundi, UBS Investment Bank and Susquehanna
01/10/2024
Blackrock announces layoffs
BlackRock management announced layoffs in an internal memo.
01/10/2024
NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm
01/10/2024
Industry moves: Dave Kelly takes on new COO role with Richardson Wealth
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
01/10/2024
Banking Industry Innovators Kevin Moss and Catherine Gacad Join VALID Systems
The duo will contribute their extensive industry experience to guide VALID Systems in expanding its deposit risk platform
01/09/2024
Churchill Asset Management Announces 2024 Promotions, Expands Operating Committee and Establishes New Executive Committee
Positioning the firm for continued growth, six senior professionals have also been added to Churchill’s Operating Committee
01/09/2024
Northern Trust Asset Management Names Co-Head of Wealth Client Group
Suzanne Casey to Co-Lead Team Dedicated to Wealth Management Clients
01/09/2024
Edwards-based wealth management firm adds two new members to the team Aprisent Financial Group now has four advisors
Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management.
01/09/2024
Crestwood Advisors Names First President
Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.
01/09/2024
David Eisenreich Named WTW North America Head of Retirement
Eisenreich replaces the retiring Michael Archer.
01/09/2024
Jennifer Pereira appointed Managing Director, Group Head of Fengate Private Equity
Jennifer brings a wealth of experience and an exceptional track record to her new role.
01/08/2024
World Trade Center Utah appoints J.P. Morgan Private Bank Director to Board of Directors
WTC Utah and JPMorgan Chase have had a decade-long relationship that focuses on supporting Utah companies
01/08/2024
Bill Crager to Step Down as Envestnet CEO
Board chairman James Fox will serve as interim CEO until a successor is found.
01/08/2024
Justin Klunder Named CEO at Gray Private Wealth, LLC
Gray Private Wealth, LLC has announced that Justin Klunder, CFA has been promoted to Chief Executive Officer (CEO).