05/16/2014
UBS Americas Hires Wealth Industry Vet
The position, head of advice and solutions for wealth management in the Americas, combines duties previously held by Bill Carroll and David McWilliams.
05/16/2014
The position, head of advice and solutions for wealth management in the Americas, combines duties previously held by Bill Carroll and David McWilliams.
05/16/2014
Jason Chandler and Bill Carroll will now share responsibility for field leadership; Paul Hatch fills new role as head of advice and solutions
05/16/2014
Sowell Management Services is a fee-based third-party management firm
05/16/2014
Paul’s leadership, critical analysis and sound judgment earned him the respect and admiration of his colleagues
05/15/2014
Advisors Jonathan Lifschutz and David Reed have joined Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc..
05/15/2014
He will report to Ketterer and Shelley O’Connor, head of field management, according to the memo.
05/15/2014
Morgan Stanley is the world's largest retail brokerage firm
05/15/2014
Our biggest challenge right now is managing demand.
05/14/2014
AGF Management Limited today announced the appointment of Kevin McCreadie as President and Chief Investment Officer, AGF Investments Inc., effective June 17, 2014.
05/14/2014
Given their knowledge, expertise and backgrounds, we’re very excited to tap Chuck and Tom to lead these efforts in the United States
05/14/2014
Corporate recovery and insolvency firm KRyS Global has opened a New York office to complement KRyS Global’s offshore presence in the Cayman Islands, British Virgin Islands, Bermuda, Bahamas and Guernsey.
05/14/2014
Goldman Sachs was the top-ranked adviser on mergers and acquisitions
05/14/2014
Gilraine was among a handful of JPMorgan traders to be swayed across to Stewart’s new venture
05/14/2014
Johnson Will Be Responsible for Delivery of Wealth Management Solutions in Wisconsin, Minnesota, Indiana, Kansas and Missouri
05/13/2014
DoubleLine Capital, the bond management firm run by Jeffrey Gundlach, on Monday said it had hired its second employee from rival Pimco as the Los Angeles-based company continues to build out into new lines of business.
05/13/2014
Who was drafted from the commercial banking ranks of Bank of America two months ago to take a senior sales management position at Merrill Lynch Wealth Management, is leaving the company
05/13/2014
Huntington Bancshares Inc. has named John Augustine, a well-known investment strategist, as chief investment officer for The Private Client Group, Huntington announced today.
05/13/2014
Morgan Stanley, the top-ranked merger adviser so far this year, hired Barclays Plc’s Brad Whitman for its financial institutions banking group.
05/13/2014
Sun Life Financial Inc today announced the appointment of Melissa Kennedy as Executive Vice-President and General Counsel.
05/12/2014
A UBS spokesperson declined to comment on the departures