10/09/2024
Finra board chair Noll takes the lead as CEO of digital wealth firm
Industry veteran says digital transformation is firm's big opportunity.
10/09/2024
Industry veteran says digital transformation is firm's big opportunity.
10/09/2024
“Socotra delivers the most powerful and flexible policy and billing technology in the insurance industry.”
10/09/2024
Brian brings more than 30 years’ experience to the firm.
10/08/2024
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/08/2024
Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions
10/08/2024
Mr. Rogoff joined the firm in 2002 and currently serves as the Head of FICC Research
10/08/2024
He is also a dedicated community member, serving as a board member and secretary of Music at the Island
10/08/2024
The new strategy represents a natural expansion of degrees of investment freedom for the International Value Group.
10/08/2024
Vistra recognises the growing need for cross-border solutions among clients in the USA and Canada
10/08/2024
Before joining WSFS, she spent most of her career in Wealth Management at Wells Fargo, Citizens Wealth Management, and most recently, BNY Mellon.
10/07/2024
BofA's private bank is focused on wealth structuring, investment management, banking and credit needs.
10/07/2024
Before joining Aon, he served as Head of Reinsurance at GNP Seguros
10/07/2024
Easterly’s offering set includes private real estate and infrastructure as well as private equity.
10/07/2024
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/07/2024
Paxton joined Charles Taylor in 2017 as Vice President of Strategy & Performance
10/04/2024
In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.
10/04/2024
With over 20 years’ experience in the financial services industry, particularly within the trust sector, Chris brings a wealth of expertise and strategic insight to his new position.
10/04/2024
Based in Paris, Djamila will lead the global relationships for Broadridge’s strategic accounts in France.
10/04/2024
A Peer-to-Peer Networking and Lifestyle Platform Designed for Family Offices
10/04/2024
San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity