07/08/2024
Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.
07/08/2024
Ben has acted for clients in a wide range of matters, including construction liens, fraud recovery, maritime disputes, product liability, corporate governance disputes and insolvency.
07/08/2024
Appointment comes on the heels of workforce agility platform launch, 14-city Connect Live World Tour, and two key acquisitions in the XR and skills data space
07/05/2024
Kolanovic has been a bearish voice on Wall Street, retaining a 2024 price target for the Standard & Poor's 500 index of 4,200
07/04/2024
These recruits include a 12-person team from San Francisco with over $5 billion in assets and a four-person team from Boston with about $1 billion in assets, both previously from First Republic Bank.
07/04/2024
Varela ran the tech team responsible for “leading the transformation of Citi Global Wealth,” his LinkedIn profile said. Varela didn’t respond to requests for comment.
07/03/2024
Mr. Minaya will join the company on September 3
07/03/2024
The firm is hiring Federated Hermes US equity fund manager Alex Knox to replace Ford when he steps down in September.
07/02/2024
NewEdge, which is based in New Orleans, supports independent financial advisors nationwide.
07/02/2024
The 12 senior promotions in the professional services division reflect increasing demand worldwide
07/02/2024
The independent wealth giant adds the two breakaway advisors, who managed roughly $290M at the wirehouse, in Washington DC.
07/01/2024
The reason for Bohm's Deutsche Bank exit was not given in initial reports on his departure.
07/01/2024
Nathan Perrone, who's been working in equities compliance at Millennium, has availed himself of one.
07/01/2024
Alistair Simpson Joins Sonova as Group Vice President for Cochlear Implants and President of Advanced Bionics Following the Retirement of Vicky Carr-Brendel.
06/28/2024
Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
06/28/2024
Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.
06/28/2024
At MetLife, he oversaw approximately $600 billion in assets under management worldwide.
06/28/2024
Melissa sits on the Investment Committee and will be a key thought leader as True North further expands its service offerings.
06/27/2024
Vay's expertise will be invaluable as we educate our end-users on the breadth of the ALT5 portfolio.
06/27/2024
The seven advisors making up the team are joining Raymond James’ employee advisor channel.