06/28/2017
UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.
06/28/2017
New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm
06/28/2017
He is based in New York and focused on the technology, media, and telecommunications sector within Strategic Consulting.
06/27/2017
He started his career in an accounting role at Ball Corporation in 1982.
06/27/2017
Also made hire in North America
06/26/2017
He’ll create a unit called Soros Capital, which will tend toward illiquid investments including venture capital.
06/26/2017
He retired from that role on June 21.
06/26/2017
She will continue reporting to Scott A. Meyer, Division President, North America Financial Lines.
06/26/2017
Financial services veteran joins the firm’s expanding Denver office
06/26/2017
We moved to Ameriprise because the firm’s guiding principles match those of our team.
06/23/2017
This office opening represents the commitment we have to build on the reputation and success of Janney Montgomery Scott in this region and be a contributing member of the community.
06/23/2017
Canadian banks have announced more than 5,000 job cuts tied to restructurings during the past three yearshifting landscape
06/23/2017
Morgan Stanley has had several large moves in recent months
06/23/2017
Their promotions become effective on July 1, 2017.
06/23/2017
They will work with clients to provide portfolio management, retirement planning and other wealth management services to individuals, families, nonprofits and foundations.
06/22/2017
He joins Deutsche Bank from BMO Capital Markets, where he was responsible for coverage of the global coal and North American iron ore and metals sectors.
06/22/2017
Hartman will report to AXIS Insurance CEO Peter Wilson
06/22/2017
Lewis first started his carer at Citi, working for 10 years from Tel Aviv and New York.
06/21/2017
The wirehouse has also requested a temporary restraining order against the defendants, in a bid to stop them from soliciting more clients, as reported by FA-IQ sister publication, Fundfire.
06/21/2017
Bank hires Credit Suisse bankers in effort to attract more clients in industry, many of which are backed by private equity and throw off steady fees