10/11/2018
He worked with prosecutors in U.S. Attorney’s Offices across the country on high-level cases, and with corporations, in-house attorneys and outside counsel in a wide array of industries to promote cybersecurity awareness, encourage cooperation in in
10/11/2018
Prior to joining Treliant, Greg was a Managing Director of PwC’s Financial Services Advisory Practice
10/11/2018
So far this year, more than 230 advisors managing over $26 billion in client assets have left the company to join rival firms, according to FINRA BrokerCheck data and company announcements.
10/11/2018
Amundi Pioneer managed $87 billion in assets as of June 30.
10/11/2018
New hire brings vast industry experience and thought leadership in tax regulation to lead regulatory oversight for leading cost basis and tax reporting platform.
10/10/2018
Baird has added 40 financial advisers to the group since the start of the year.
10/10/2018
Vontobel expands US offshore coverage with appointment
His responsibilities for Iberia have been handed to Nabil El-Asmar Delgado, who was hired from Belgian group Candriam where he was country head for Iberia.
10/10/2018
A spokesman for LPL didn’t return the publication’s request for comment on Hodgens’ appointment.
10/10/2018
Dorsey & Whitney announced today that its Policy Committee has appointed William R. Stoeri to serve as the Firm's Managing Partner.
10/09/2018
René Marty has over 25 years’ experience in the financial industry, most of which spent dealing with North American clients.
10/09/2018
Why This Merrill Lynch Alum and Family Office Pro is Headed to Rockefeller
He has 27 years of experience in the wealth management industry and joins Rockefeller from the family office Goodrich, LLC
10/09/2018
Merrill Lynch has lost several veteran advisors in recent weeks.
10/08/2018
Dubiel is the latest senior hire for Rockefeller Wealth Management since the Firm relaunched in March
10/05/2018
An advisor and a team join from Wells Fargo.
10/05/2018
The hires come at a rather tumultuous time for Nomura, which is still trying to make good out of its decade-old acquisition of Lehman Brothers’ European investment banking business.
10/05/2018
Jonathan Napper, who joins Cushman as executive managing director, was also formerly with Eastdil Secured.
10/05/2018
He joins as the firm looks to bring one of its vehicles to Colombia and Mexico, and as it eyes the launch of a robo-advisor.
10/05/2018
She will work closely with all other PRS teams across the division and the regional field administration leaders to advance the division's sales goals.
10/05/2018
Mastriano is an experienced senior executive who brings nearly 30 years of experience at organisations such as Citco Fund Services, Bank of New York, Bisys Fund Management and Morgan Stanley.
10/04/2018
With clients becoming more solutions-oriented, contributing our knowledge and experience to a firm with this breadth of capabilities is very appealing.