06/13/2019
Evercore Wealth Management announces three partner promotions
These promotions reflect years of outstanding contributions to our Firm
06/13/2019
These promotions reflect years of outstanding contributions to our Firm
06/13/2019
Ms. Andrich joins the Board of Directors of both Fortis Financial, Inc. and Fortis Private Bank
06/12/2019
"This hiring is a reflection of our growth plans.
06/12/2019
In addition to an impressive career in asset management, Mark Bell has lectured at the University of Oxford in England
06/12/2019
He has also served on the boards of a number of corporate, academic, medical, charitable and civic organizations, and is a recognized authority on business and economic growth, global competitiveness and international trade.
06/11/2019
Enclave Wealth Advisors expands Sanctuary’s network to California
06/11/2019
The team acts for Chile’s largest insurers and reinsurers, as well as international insurers, reinsurers and corporates.
06/11/2019
Prior to joining FD, Dawson served as an International Tax Partner with two Big Eight accounting firms, serving in both U.S. and international leadership positions.
06/11/2019
It gives me great pleasure to announce that these accomplished individuals “ Adam, Mariem and Ryder “ will be joining the CIRI Board.
06/11/2019
Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.
06/10/2019
She joins Callan from Aon Hewitt Investment Consulting
06/07/2019
Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.
06/07/2019
Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.
06/07/2019
“I am delighted to welcome Meredith to Aspen Re. Her proven track record and deep relationships with brokers and clients, spanning over 20 years, will be a fantastic addition to our strong team," said Dunleavy.
06/07/2019
In 2016, UBS pulled back on recruiting, citing high costs.
06/07/2019
I'm excited to welcome Claudia to the Endeavor family and look forward to continuing to support the organization," Maydón said.
06/07/2019
Meanwhile, advisors in Idaho and Texas joined LPL's platform.
06/06/2019
Mr. Abramson joins Barclays with close to 20 years of experience in banking
06/06/2019
The hires, which all have 20 or more years of experience in the wealth management industry
06/06/2019
Experienced Addition Further Strengthens Healthcare Advisory Practice