01/19/2024
Goldman Sachs to Hire in Wealth, Asset Management, Gnodde Says
Growth in these units helped boost the bank’s recent fourth-quarter earnings
People Moves
01/19/2024
Wedbush Securities Welcomes Patricia Hirata and Nobue Weber as Newest Wealth Management duo in Pasadena, CA
The duo will be based in the firm’s Pasadena office
01/19/2024
Kensington Asset Management Strengthens Leadership with Appointment of Steven Chang as Chief Compliance Officer
Chang brings a distinguished career spanning over 18 years
01/18/2024
ZEDRA’s Joanne Fairbairn Named DC Committee Chair and Appointed to PLSA Policy Board
She has also been appointed a member of the PLSA‘s Policy Board.
01/18/2024
Liontrust appoints Heads of Global Growth Equities and Global Distribution (ex UK)
These are key appointments in enabling Liontrust to expand its fund offering, international distribution and client base.
01/18/2024
Everest taps Chubb for US retail casualty insurance head
Hazelton will oversee the direction and strategy of Everest’s US retail casualty business, including the division’s industry practices segment.
01/18/2024
Morgan Stanley Appoints 155 New Managing Directors
With offices in 42 countries, the Firm's employees serve clients worldwide
01/17/2024
TriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private Banking
Prior to that, he worked at Mellon Financial as a vice president and financial advisor.
01/17/2024
Everest appoints Bill Hazelton
He has more than three decades of extensive industry experience
01/17/2024
Arch subsidiary taps Berkshire Hathaway for CIO
He will report to Prashant Nema, executive vice president and chief information officer of Arch Capital Services LLC and Brian First, president of Arch Insurance North America.
01/17/2024
Merrill Loses 26-Person FA Team to Rockefeller
Grand Rapids, Michigan–based Axiom Wealth Partners includes 10 advisors with a combined total of 171 years in the industry, practically all of which were spent at Merrill Lynch.
01/15/2024
Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience
01/13/2024
Realta Wealth Appoints Respected Wealth Management Executive Mark Helliker as Chief Operating Officer
Financial Services Veteran with Experience Across LPL Financial, Charles Schwab and Wells Fargo to Enhance Operations and Elevate Financial Advisor Experience
01/12/2024
Goldman Sachs picks up stray Credit Suisse MD in Hong Kong
Over 20,000 people are still on UBS’ chopping block, although not all are likely to come in 2024
01/12/2024
Evercore Wealth Management Names Managing Director, Wealth and Fiduciary Advisor
He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
01/12/2024
InvestCloud installs former Fiserv chief as CEO
Yakubi was previously the CEO and chairman of Fiserv
01/11/2024
Fiera Capital Appoints President and Chief Executive Officer, Fiera Canada and Global Private Wealth
He will be based in Montreal and joining Fiera Capital's Executive Committee.
01/11/2024
Industry Leader Dave Kelly Appointed Chief Operating Officer Of Richardson Wealth
This will create important bandwidth for us to focus on the other two pillars of our strategy
01/11/2024
Goldman Sachs Names New Head of Retirement
Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.
01/11/2024
InvestCloud Appoints Jeff Yabuki as Chairman and CEO
Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth