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
06/06/2019
Prior to joining IHS Markit, Giannaros spent 15 years at Charles River Development
06/05/2019
Invesco's US offshore unit is now part of its EMEA retail distribution unit with Baughan reporting to Íñigo Escudero, head of distribution for Iberia and LatAM at Invesco.
06/05/2019
Smith Offers Extensive Leadership Experience to Support Atlanta Wealth Management Firm's Continued Fast Growth
06/05/2019
“Advisors across the country are responding to our boutique wealth management model where they can enjoy a small firm culture and a unique product mix with the valuable resources a large firm can provide,” Craig Pirtle, managing director of B.
06/05/2019
Reporting to Dik van Lomwel
06/05/2019
Raymond James’ newest hires are industry veterans. Advisor Bill Miller has 25 years of industry experience, including stints at UBS and Prudential, according to FINRA BrokerCheck records.
06/05/2019
It is not clear if the hiring push will focus solely on clients in the US or Latin America or have a more global reach.
06/04/2019
In addition, a veteran financial advisor has left UBS for Raymond James, according to Raymond James.
06/04/2019
Broadridge recruits BNY Mellon’s former asset servicing chief
“Samir will help us continue to expand our international reach in support of our goal to provide industry solutions for critical but non-differentiating solutions to financial services companies around the world.”
06/04/2019
Martin Perdoux joined Savant as a financial advisor in its Wilmette office.
06/04/2019
We’re honored to join Janney’s Capital Markets Group
06/04/2019
Raymond James has appointed Andrew Gitkin as managing director and co-head of the firm’s healthcare investment banking practice. Previously, he worked at Piper Jaffray where he led the West Coast biotech investment banking practice.
06/04/2019
Blucora names industry veteran as President of Wealth Management
Financial Industry Veteran Will Head Blucora’s Leading Tax-Smart Wealth Management Business with $66 Billion in Assets