05/21/2015
RBC Hires $225 Million Father-Son Duo
They managed $225 million in client assets at Southwest Securities.
05/21/2015
They managed $225 million in client assets at Southwest Securities.
05/21/2015
Mr. Young joins INTECH from Curian Capital/Jackson National Life Insurance
05/21/2015
Dan Minto, head of Deutsche Bank's growing – and state incentivized – technology center in Cary, says the team is looking to significantly increase its Cary headcount.
05/20/2015
Principal joins insurers adding asset managers to their boards as near-record-low interest rates pressure investment income.
05/20/2015
He was an Infantry Officer in the US Army and has a B.A. in Economics from Wofford College.
05/20/2015
The Private Client Reserve provides wealth management services to clients with $3 million or more in net worth
05/20/2015
A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch
05/20/2015
U.S. Bank has hired a top money manager from another Cincinnati bank and lost its new wealth management chief before he could start
05/20/2015
Baird Advisors, the institutional fixed income investment management division of Baird, announced that it has hired a nationally-recognized municipal investment team from BMO Global Asset Management
05/20/2015
U.S. Bank Wealth Management has appointed Beth Curley Prestine as private banking management director and John Sylla as wealth management advisor at The Private Client Reserve in Madison, Wis
05/20/2015
New Director to focus on global service offerings
05/20/2015
Bank Wealth Management, a unit of U.S. Bancorp said Jory Sandusky has been named managing director
05/20/2015
The Brandenberger Group is one of the premier fixed income groups in Texas
05/20/2015
Pfaff plans to retire at the end of this year, the company said.
05/20/2015
We have assembled a great team at NYDFS and I have full confidence that the critical work of this agency will continue seamlessly moving forward,” Lawsky said in a statement.
05/20/2015
The Globe and Mail reported earlier Wednesday that the bank was moving some of its New York bond-trading operations to Canada.
05/20/2015
Intech Investment Management, a subsidiary of Janus Capital Group, said it hired Andreea Georgiu and J. Bret Young to the new positions of managing director, business development.
05/19/2015
He also holds a Chartered Retirement Planning Counselor designation in addition to the Series 7, 66 and 24 licenses.
05/19/2015
The firm works with affluent private investors, families, and entrepreneurs
05/19/2015
will be responsible for monitoring the risks of investments made across the firm's Hedge Funds business including fund of funds, single managers, special opportunity and alternative beta portfolios.