10/02/2024
Vanessa Fernandes, a 25-year financial services veteran, will report to Donna Milrod who has been overseeing digital asset solutions since Nadine Chakar, the unit’s head, left in January 2023.
10/02/2024
Kelly Young to become CEO and Director
10/02/2024
Goldberg joins the company from AIG unit Lexington Insurance Company
10/01/2024
The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist Institutional finance veteran and national media mainstay brings sharp market insights to $5.4B AUM/$8.2B AUA RIA
10/01/2024
Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.
10/01/2024
The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.
10/01/2024
This will be catastrophic for immigrant investors and the American communities that benefit from the impact of EB-5 investment projects.
10/01/2024
This change positions Nicola Wealth for long-term stability and consistency while positioning the firm for the next phase of growth under its next generation of leadership.
09/30/2024
Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
09/30/2024
Before his switch to the software security sector, Mattson held several leadership roles in the financial services industry, most notably for PennyMac Financial Services and City National Bank.
09/30/2024
They specialize in developing innovative strategies to help their clients meet their retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios.
09/27/2024
Hires Marc Hineman as Chief Operating Officer; Creates New Roles of Chief Growth Officer and Head of Core Services
09/27/2024
We congratulate Shawn on this achievement and applaud his commitment to FSI's mission and the independent financial services industry
09/27/2024
New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Institutions and Ultra-High-Net-Worth Clients with a High-Touch Single-Family Office Service Platform at Scale
09/26/2024
Lyenda will lead the strategic direction and commercial success of NTAM’s institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions.
09/26/2024
Jebely’s previous law firm roles include serving as a global head of aviation, marine and private wealth practices at leading international law firms.
09/26/2024
Brennan brings nearly two decades of insurance industry and public company executive experience.
09/25/2024
Kennedy, in her most recent role, acted as the chief executive of the Canadian lender's U.S. wealth management unit.
09/25/2024
Strategic Leadership and Commitment to Client-Centric Excellence Drive Dean Byrne's Promotion to Executive Leadership at Whittier Trust
09/24/2024
The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.