06/11/2019
Frazier & Deeter appoints International Tax Partner
Prior to joining FD, Dawson served as an International Tax Partner with two Big Eight accounting firms, serving in both U.S. and international leadership positions.
06/11/2019
It gives me great pleasure to announce that these accomplished individuals “ Adam, Mariem and Ryder “ will be joining the CIRI Board.
06/11/2019
Fiduciary Trust Welcomes New Wealth Director
Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.
06/10/2019
She joins Callan from Aon Hewitt Investment Consulting
06/07/2019
Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.
06/07/2019
Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.
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.