03/05/2015
Towers Watson Opens New Investment Office With Three Hires
They join from Wilshire Associates
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
02/27/2015
We have an exceptional team at Bryn Mawr Trust