01/02/2015
A Treasury memo dated September 2013 and obtained by Bloomberg News said the department intended to hire a chief risk officer to “provide permanent financial risk-management expertise.”
12/31/2014
MainStay Investments welcomes Brendan Gundersen
12/31/2014
A US congressman with a tough-guy reputation and who was caught on camera threatening to throw a reporter from a balcony
12/30/2014
Wells Fargo is the largest bank with operations in Orange County by deposit size.
12/30/2014
Minneapolis, Minnesota-based Ameriprise Financial Inc said Tuesday it hired away a three-broker team from U.S. Bancorp's Investments division .
12/30/2014
The events leading to Schorsch’s resignation started in late October, when RCAP’s sister company American Realty Capital Properties (ARCP) announced a $23 million accounting error.
12/29/2014
An industry veteran with over a decade of experience, Rapoport brings significant capabilities in the areas of wealth and tax planning and investment research.
12/29/2014
Earlier this month, RBC lost two advisors
12/29/2014
Having Tim on the team will enable us to further improve our advisor relationships
12/24/2014
Its investment-services team includes eight advisors, who manage close to $220 million in client assets.
12/23/2014
These additions to the company reflect our growth strategy for 2015
12/23/2014
With 20 years of industry experience, Mr. Gundersen was previously Managing Director at BlackRock iShares
12/23/2014
Blue Calypso, Inc. developer of patented mobile consumer engagement and social advocacy solutions for retailers and product manufacturers, announces the appointment of Jon Merriman to the Board of Directors.
12/23/2014
The bank's Private Client Reserve provides wealth management services to individuals and families with a net worth of $3 million or more.
12/23/2014
Belfast-based IT company Options has appointed an ex-KPMG director as its new chief financial officer.
12/22/2014
Angela Wilcoxon has been promoted to senior vice president of enterprise risk management for Citizens Bank in Batesville.
12/22/2014
Joseph B. Bower Jr., president and chief executive officer of CNB Bank, recently announced the promotion of Eric A. Johnson, CTFA to the position of vice president/wealth & asset management.
12/22/2014
Hormell and Nicholas Added To Experienced Corporate Board
12/22/2014
DeVincent brings thirteen years of marketing leadership, previously serving at a wealth management software company, eMoneyAdvisor, LLC, where he was Executive Vice President of Marketing.
12/22/2014
Rob will play a crucial role in trust agreement negotiations