11/17/2015
Many companies in the financial services industry believe software is simply a tool that can be purchased with a large enough checkbook,” Wealthfront chief executive Adam Nash wrote in a blog post.
11/17/2015
Switzerland’s biggest bank seeks to build its global technology business.
11/17/2015
The bank had more than $2.4 billion in outstanding family residential loans as of June 30, one of the highest totals of any bank based in the state.
11/17/2015
Their reputation is formidable—Chris and his multi-generational team are such a good fit for our firm’s culture and values
11/17/2015
RCS Capital, a real estate investment firm founded by entrepreneur Nicholas Schorsch, has been in turbulence after one of its units announced a $23 million accounting error in October last year.
11/16/2015
Chief Executive Officer Bill Winters, 54, is eliminating 15,000 jobs to help save $2.9 billion by 2018
11/16/2015
When it came time for us to expand and add this division to our business, Andy was the natural choice for me to head it up.
11/13/2015
Prior to joining Washington Trust, Ryan was a partner at the law firm Partridge Snow & Hahn.
11/13/2015
Reuter joins Deutsche AWM from Mercer Investments, where she spent over a decade and most recently served as Principal and Head of US Real Estate.
11/12/2015
The corporate and transaction banking operations have been brought together in a Corporate & Investment Banking unit to be overseen by current investment bank co-head Jeff Urwin.
11/12/2015
Klingensmith joins from Pilatus Bank, where he was chief executive in charge of banking operations and oversight of ultra-high net worth client engagement.
11/12/2015
Ron Shortenhaus Named Director of U.S. Consultant Relations
11/12/2015
Kathleen A. Ryan, Esq. Named SVP, Wealth Management Client Services, Trust and Estate Services
11/11/2015
Wildish was most recently managing partner at private equity fund Corporate Partners.
11/11/2015
Mr. Parish brings nearly two decades of investment banking experience
11/11/2015
In their new positions, Smith and Vargas will coach their respective staffs and assist clients based on Fidelity’s LifeDesign banking program.
11/11/2015
At JPMorgan, Loomis Tighe was in charge of fixed income at the private banking business on the west coast and the southern region.
11/11/2015
Four advisers start Cardan Capital Partners in Denver
11/11/2015
The Asia Pacific Group was formerly with Morgan Stanley, where it had about $3 million in yearly production
11/11/2015
TD Bank shakes up senior management ranks
TD president and CEO Bharat Masrani says the changes, which take effect on Jan. 2, were spurred by the retirement of Fred Tomczyk