02/08/2022
FWA appointments first president
She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.
02/08/2022
Burrows will move to Miami from New York City as part of his new role, according to a memo to staff seen by Bloomberg News.
02/08/2022
McKinsey partner joins Google as head of tech and society
The new appointment arrives as tech firms such as Alphabet and Meta face mounting criticism about the negative effects of their products and corporate practices.
02/08/2022
“We are delighted to welcome Robert to the Firm,” said Weil Executive Partner Barry Wolf."
02/08/2022
The financial industry veteran will advance Participant Capital's mission to empower wealth managers with the ability to invest their clients' capital in Class A real estate developments alongside institutional investors
02/08/2022
Campbell joined RBC in 2013 after working for Morgan Stanley in New York and London
02/07/2022
GAMCO Names Doug Jamieson to Board
Jamieson has been with GAMCO over forty years, having joined the firm in March 1981 as a research analyst.
02/07/2022
Ebanx appoints Google's president, global payments
Ebanx has a consistent trajectory, launching products and services that open many doors: from the business to consumer market
02/04/2022
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.
02/03/2022
Alexander Fedynsky joins Aaron as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
02/03/2022
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
02/03/2022
He will be responsible for bringing AB's diverse set of investment capabilities to the active ETF marketplace.
02/03/2022
When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives
02/03/2022
Mr. Jenkins has deep experience in all segments of the wealth management business and across banking, RIA, and Broker-Dealer channels. He also is known for his client-focused approach that is inclusive of technology solutions.
02/03/2022
Schaaf departs Principal after serving in key leadership roles across the organization.
02/02/2022
Starboard Advisors appoints Family Office president
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
02/02/2022
WMS Partners Adds Four New Employee Shareholders
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”
02/02/2022
Concert Group Adds To Management Team
Ms. Fetter, who will report to Concert’s Chief Legal Officer Matthew Wagner, takes up her post on February 1, 2022.
02/01/2022
Harbourfront Wealth appoints MD of Tax & Wealth Planning
Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can