03/05/2015
UBS poaches executives from Evercore for its U.S. unit
UBS Group AG has hired a team of three executives for its U.S. consumer and retail investment banking unit from boutique investment bank Evercore Partners Inc, the Wall Street Journal reported citing an internal memo it saw.
03/05/2015
They join from Wilshire Associates
03/04/2015
Veris Wealth Partners boosts team
She is located in San Francisco at Veris' headquarters.
03/04/2015
Morgan Stanley, the biggest U.S. brokerage firm with more than 16,000 financial advisers
03/04/2015
Legal & General appoints interim CEO of U.S. business
He was most recently President of LPL Financial, will start at Legal & General Investment Management America in April
03/04/2015
Bank Leumi USA Expands Middle Market Lending Team
With more than 15 years experience in the industry, Andrew joins Bank Leumi USA from Popular Community Bank
03/04/2015
Royal Bank of Scotland is aiming to cut as many as 14,000 jobs in its investment banking units across the United States and Asia
03/04/2015
Cambridge has 12 branches in Massachusetts.
03/04/2015
A former branch manager was promoted to complex director at RBC Wealth Management, the firm said.
03/03/2015
The Private Client Reserve offers wealth management services to client with net worth of $3 million or more.
03/03/2015
He previously worked at Warren Averett, where he was recruited to develop a personal financial planning department, according to a release from Bridgeworth.
03/03/2015
Santander has tapped a former head of the consumer division at JPMorgan to run its North American division, as the Spanish bank attempts to repair frayed ties with US regulators.
03/03/2015
Senior wealth manager Seth Davis, CFP® and senior wealth advisor Michele Francisco, CFP® have been promoted to partner within RMB Wealth Management
03/03/2015
Merrill Lynch appoints head of structured solutions
The hiring comes as tax considerations have played a big role in deals recently.
03/02/2015
A number of financial advisers in Texas swapped firms over the past several weeks as the major brokerages continue to poach from another
03/02/2015
He replaces Stephanie Miller
03/02/2015
Goldman Sachs shuffled the top ranks of the investment-banking division in recent months.
02/27/2015
Calvin and Clayton managed more than $175 million in assets at UBS and had over $1 million in annual fees and commissions.
02/27/2015
EY Wealth & Asset Management boosts team
He also founded the tax practice and served as audit partner for Deloitte's Grand Cayman practice
02/27/2015
Experienced Expert Witness Brings Extensive Background in Addressing Damages and Competition Issues in Complex Intellectual Property Disputes