08/20/2014
U.S. private equity firm hires adviser for $600 million Northgate unit sale
The company will be auctioned to private equity firms later this year and could be worth around $600 million.
08/20/2014
The company will be auctioned to private equity firms later this year and could be worth around $600 million.
08/20/2014
He will take over his new role from Sept. 1 and will be based in Towers Watson's Stamford office in Connecticut.
08/20/2014
Aviva Investors announced today the recent hiring of four senior investment and risk professionals in its Chicago and Toronto offices
08/20/2014
NFP Advisor Services has added over 60 retirement plan advisors, the majority of whom came from Financial Telesis.
08/19/2014
He is responsible for the distribution of investment products and solutions across all of the firm’s retail channels as well as the DCIO and 529 businesses.
08/19/2014
He will report to Lisa Roberts, head of Citi Private Bank in Northern California.
08/19/2014
Lynfield was senior vice president at Wells Fargo for the past 28 years and is joined at his new practice--called Lynfield Kozik Investment Group--by Mike Kozik, a CFP who spent his eight-year career at Wells Fargo.
08/19/2014
The breadth of his experience and his passion for investing will serve our clients well
08/19/2014
Montag will continue to head the investment banking and capital markets businesses
08/19/2014
Okabena Co. CEO Christine Galloway will retire at the end of the year, the Minneapolis-based wealth management firm said Monday.
08/18/2014
Ben Pace, former CIO at Deutsche Bank Asset & Wealth Management Multi Asset Group, and eight members of the Portfolio Consulting Group have joined HPM Partners, an independent investment and financial services advisory firm
08/18/2014
Legal & General Investment Management's head of US equities Nigel Holland has left the firm, after his fund was merged away last month.
08/18/2014
Mr. Conheeney, 50, will be succeeded by Douglas Haynes, 48, a former McKinsey & Company director
08/18/2014
McElreath had been working in FX sales at Goldman Sachs since 2010
08/18/2014
Moody will report to Arun Ratra, head of global solutions
08/17/2014
She will supervise Boston Private's multiple banking offices and the development of intercompany partnerships.
08/17/2014
Echevarria also serves on the President's Export Council
08/15/2014
The Financial Industry Regulatory Authority announced the appointment following a vote held during the group's annual meeting in Washington, D.C.
08/15/2014
Raymond James predicting its best recruiting year since financial crisis
08/15/2014
He has more than 15 years of experience in the financial industry.