11/05/2014
Barclays Loses Advisor to Deutsche Asset & Wealth Management
Deutsche has been on a recruiting push as part of its plans to build up its wealth management business
11/05/2014
European multi-asset house AXA Investment Managers has added a new chief to its US client group as part of a swift and aggressive drive into the American market.
11/05/2014
Portnoy will use his broad investing, research, and writing experience to develop new investment educational and solutions-oriented content for financial advisors and clients who invest in Virtus offerings, including the Virtus Mutual Funds.
11/05/2014
He has assisted transactions in the business services, consumer, industrials, healthcare, and technology sectors.
11/04/2014
Garcia-Saladrigas, who will report to Managing Director Luis Castellanos, joined from J.P. Morgan Chase & Co where he was a private banker
11/04/2014
Highland Capital Management Appoints Managing Director of National Accounts for the Independent Broker Dealer Channel
Ms. Martin is considered one of the best national account representatives in the business
11/04/2014
Mr. Seidner will return to the firm in a new role as Chief Investment Officer
11/04/2014
A Merrill spokeswoman confirmed that both the Miami group and George left the firm
11/04/2014
BMO Names Hoffmeister as Global Investment-Banking Head
Bank of Montreal named Perry Hoffmeister global head of investment and corporate banking of its BMO Capital Markets unit.
11/03/2014
We are delighted that Ms. Miscik has joined our Board
10/31/2014
He was previously a managing director at Apheta Business Management, joined last month, BNY Mellon said in a statement.
10/31/2014
The build-out of BNY Mellon's wealth management leadership team in Florida continues in full swing.
10/31/2014
Jeremie Banet, who left Pimco to operate a food truck selling croque-monsieur sandwiches in Los Angeles, is returning to Pacific Investment Management Co next week as an executive vice president and portfolio manager.
10/31/2014
New Leader of Deloitte's Banking and Securities Team named
He succeeds Bob Contri, a vice chairman of Deloitte LLP, who was named to the role in 2010 and retains his position as Deloitte's national financial services industry leader. Contri also spearheads a number of significant client and relationship effo
10/31/2014
In 2009, Raymond James reported its U.S.-based sales force rose by 300 advisers to a net total of 4,781 financial advisers from the year before.
10/31/2014
Jared’s strong experience in derivatives trading, fund formation and regulatory matters increases the versatility of our team
10/31/2014
Denver-based hedge fund firm Arrowpoint Partners has appointed Minyoung Sohn as portfolio manager of the Meridian Equity Income Fund.
10/31/2014
Morgan Stanley former head of interest-rate trading, Glenn Hadden, has joined Alphadyne Asset Management LLC as hedge-fund firms bulk up on macro traders.
10/31/2014
Wilmington Trust hired Todd Freeman as a private client advisor for the firm’s Wealth Advisory office in Syracuse, N.Y.
10/30/2014
Legg Mason also announced it had selected John V. Murphy as lead independent director