Managers of Wealth Americas

Callan Hires Sara Hakim as a Senior Vice President, Consultant

She joins Callan from Aon Hewitt Investment Consulting

UBS's $110M FA Moves to This Rival

Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.

Wells Fargo AM names interim CEO as permanent chief

Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.

TMR senior exec to join Aspen Re as property cat head

“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.

UBS recruits two dozen brokers. Will it hire more?

In 2016, UBS pulled back on recruiting, citing high costs.

Endeavor Miami names new leader

I'm excited to welcome Claudia to the Endeavor family and look forward to continuing to support the organization," Maydón said.

RBC Nabs 2 Family Teams From Wells Fargo: Recruiting Roundup

Meanwhile, advisors in Idaho and Texas joined LPL's platform.

Barclays Appoints Head of Chemicals Banking, Americas

Mr. Abramson joins Barclays with close to 20 years of experience in banking

$1bn JP Morgan team joins Cresset Wealth

The hires, which all have 20 or more years of experience in the wealth management industry

Kristin Carey Joins Perella Weinberg Partners as Partner

Experienced Addition Further Strengthens Healthcare Advisory Practice

State Street Appoints Spiros Giannaros as Head of Platform Strategies

Prior to joining IHS Markit, Giannaros spent 15 years at Charles River Development

Invesco expands US offshore team

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.

BIP Wealth Appoints COO

Smith Offers Extensive Leadership Experience to Support Atlanta Wealth Management Firm's Continued Fast Growth

B. Riley brings in $181M duo from Raymond James

“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.

Neuberger Berman raids AllianceBernstein for intermediary EMEA and LatAM head

Reporting to Dik van Lomwel

Raymond James hires three wirehouse veterans with $487M

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.

Goldman Sachs to hire 200 advisers to bolster wealth business

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.

UBS Loses FAs Collectively Managing $365 Million

In addition, a veteran financial advisor has left UBS for Raymond James, according to Raymond James.

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.”

Savant Capital adds five to Chicago area team

Martin Perdoux joined Savant as a financial advisor in its Wilmette office.

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