09/27/2019
LPL Lures Back a Wealth Management Practice from Kestra
The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.”
09/27/2019
Industry Veteran Brandon Smith Joins Firm to Lead Integration of Planning Platform
09/27/2019
Joseph Echevarria appointed Non-Executive Chairman of the Board
09/26/2019
He will report to Coley Jellinghaus, Deutsche Bank Wealth Management Americas’ head of investment managers.
09/26/2019
Allianz chief economic adviser and veteran fixed income specialist Mohamed El -Erian has joined Barclays’ board as non-executive director.
09/26/2019
Glen Weitzer, chair of Michael Best’s IP practice group, said: “Susan Frohling and Laura Lamansky have unique backgrounds in the marketing, branding, consumer products and entertainment sectors and bring a fresh perspective to our teams in Chi
09/26/2019
Barbara Schussman, managing partner of Perkins Coie’s San Francisco office, added: “Sarah Piepmeier’s addition exemplifies our continued commitment to providing top-quality legal counsel and exceptional client service.
09/25/2019
Mr. Peters will join CEO’s from many Fortune 500 companies who have a strong presence in Africa
09/25/2019
He will also shape the direction of future product offerings and be responsible for attracting and retaining high-value associates and growing the Wealth Management organization globally, with a heavy focus on client satisfaction.
09/25/2019
Hobson noted that flooding is the most common and costly natural disaster, and one to which everyone is susceptible.
09/25/2019
Andersen also promoted three individuals to Managing Director in its New York Metro offices, including Ellen Harles, Sean Neuhaus, and James Sullivan.
09/24/2019
Mr. Luczo, 62, is Chairman of the Board at Seagate Technology.
09/23/2019
Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.
09/23/2019
They will be based in Century City, California.
09/23/2019
As we continue our efforts to create a new kind of financial services advisory firm, we are pleased that Shelly and Marty will bring their deep and diverse experiences to our Board,” said Gregory J. Fleming
09/20/2019
Tocqueville Asset Management boost wealth team
He has nearly 20 years of experience in the industry.
09/20/2019
RBC Names New Recruiting Head for U.S. Wealth Business
She also oversaw credit strategies and business development for the bank-owned wealth management firm.
09/20/2019
Veris Wealth Partners Names New COO
Cohn Rupp has a bachelor's degree in politics and philosophy from the University of Bristol
09/20/2019
Asset manager boosts wealth team
He will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies.
09/20/2019
He appointment follows a career spanning both the public and private sectors.