06/19/2020
JPMorgan is involved in several crypto initiatives, which include JPM Coin, the bank’s digital asset for settling transactions between clients of its wholesale payments business.
06/19/2020
Rosenthal will officially hand over the CEO title to Nissenbaum on Jan. 11, 2021 and become “CEO emeritus” in a role where she’ll continue to advise the organization.
06/19/2020
In this role, Lawlor will be based in U.S. Bank’s New York office.
06/19/2020
A JPMorgan spokesman confirmed the contents of the memo.
06/18/2020
This is an opportune time to be joining Bernstein’s New York leadership team as we further our engagement with families on all aspects of their financial health and well-being.
06/18/2020
Addepar’s platform processes millions of accounts and transactions each day, and integrates natively with a wide range of best-in-class systems using its open platform architecture.
06/18/2020
Wells Fargo announced its intention to hire a new CEO for its wealth and investment management unit back in February.
06/18/2020
New Role Serves UHNW Families and Single Family Offices
06/18/2020
Former J.P. Morgan Chase executive will enhance resources for individual investors as well as family-owned and privately held businesses across Missouri, California and Illinois
06/18/2020
Barry is a proven leader with deep experience in wealth management.
06/17/2020
Husband and wife duo threaten to call cops on resident for his support of the movement
06/17/2020
He reports to Jim Tracy, a Smith Barney veteran who also runs the firm’s “consulting group” managed account business for institutions.
06/17/2020
He will be based in Tempe and report to COO Phil Cox.
06/16/2020
Both Morgan Stanley and UBS exited the Protocol for Broker Recruiting two years ago, severely limiting customer contact information brokers can bring with them to new employers.
06/16/2020
Muirwood Wealth Partners marks the second team to transition away from the wirehouse in favor of an independent platform this month
06/16/2020
Adler has a talent for identifying unseen opportunities involved with business models which thrive and grow in the marketplace.
06/16/2020
He will report to Green Dot Corporation Chief Executive Officer, Dan Henry.
06/16/2020
Raymond James has seen its recruiting efforts pay off, hiring three teams in May, and ten new advisors at the beginning of June.
06/16/2020
He will add to the voices and views in our boardroom and throughout our company as we continue to support inclusive and equitable opportunities in Baltimore and communities across our footprint.
06/12/2020
Gene McBurney appointed Head of Investment Banking – LATAM and Caribbean