07/02/2020
In his new role, Mr. Joachim will chair the Board that oversees GLEIF’s strategic direction and stakeholder interests at a pivotal time for the organization, as it evolves the Global Legal Entity Identifier (LEI) System to support broader adoption o
07/02/2020
In his new role, Mr. Joachim will chair the Board that oversees GLEIF’s strategic direction and stakeholder interests at a pivotal time for the organization, as it evolves the Global Legal Entity Identifier (LEI) System to support broader adoption o
06/30/2020
Moore-Wright began her heritage BB&T career in 1995.
06/29/2020
Across the Firm's practice groups globally, Tax and Dispute Resolutions saw the largest intake of new partners, with M&A also significantly adding to their numbers.
06/29/2020
Mr Irvine has been head of Bank of Montreal's Canadian business banking division for 14 months, and has worked there for 12 years, including stints in treasury and personal banking.
06/26/2020
RBC Wealth Management-U.S. employs about 2,000 brokers. Morgan Stanley, which last month said it will expand its wealth business into Canada, has more than 15,000 brokers.
06/26/2020
The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.
06/25/2020
‘XP’s Private project is at its best moment in history.
06/25/2020
Porat is Vice Chair of Stanford University’s Board of Trustees and a member of the Board of Directors of the Stanford Management Company
06/24/2020
Veteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.
06/24/2020
Prior to joining Nuveen, Link spent six years as Chief Investment Officer at The Street and was co-portfolio manager of Jim Cramer’s Charitable Trust.
06/24/2020
Mr. Stoller, who reports to Mr. Sternkopf, was most recently senior vice president and senior client advisor at multifamily office Bessemer Trust in Palm Beach.
06/24/2020
Taylor most recently served as head of Regulatory Policy and Assistant General Counsel in Regions’ Washington, D.C., office.
06/23/2020
He will report to Lee LeBrun
06/23/2020
He is active in the community and is currently an Ambassador for the Vanderbilt-Ingram Cancer Center and a Young Alumni Board Member and Alumni Board Member at Montgomery Bell Academy and The Ensworth School, respectively.
06/23/2020
Rafferty joins Wells Fargo from Ketchum, where she was the agency’s president and CEO
06/22/2020
The Wealth Hub supports models-only programs as well as traditional discretionary traded separate accounts and unified managed accounts programs.
06/22/2020
Three have joined this month from Merrill, including another another $6-million team of four advisors in Dallas.
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.