09/29/2013
Mariner Wealth Advisors, an independent wealth advisory firm with offices nationwide, today announced that Robert J. Swift has joined the firm as its new senior vice president of trust and estate planning
09/29/2013
The retail brokerage arm of Wells Fargo & Co. has hired a Morgan Stanley (MS) broker team that managed more than $1 billion in client assets.
09/29/2013
State Street Global Exchange has strengthened its analytics offerings with the addition of two new senior hires, Dr. Jeffrey Bohn and Thomas Hughes.
09/29/2013
He joins the firm from Colorado State Bank and Trust where he most recently served as senior vice president and trust manager.
09/26/2013
Leading family-owned wealth management firm epands team
The breadth of her industry experience will be a tremendous asset to Threshold Group and the clients we serve
09/26/2013
He reports to Jason Sippel
09/26/2013
Both Mr. Engdahl and Mr. Camlin were most recently with Moors and Cabot trading equities on behalf of institutions.
09/25/2013
TD Wealth Private Client Group offers a wide range of investment solutions including professional portfolio management, portfolio guidance and a full range of brokerage services
09/25/2013
BMO Global Asset Management today announced the expansion of its Securities Lending and Short Duration Fixed Income Groups with the addition of Christopher Keenan as Senior Securities Lender/Trader and Katherine DellaMaria as Portfolio Manager.
09/25/2013
BNY Mellon Names Chief Marketing Officer for Investment Management
During his tenure, iShares grew to become the world's largest ETF franchise
09/25/2013
Capital Guardian announces the addition of Larry Gratch as its new President and Chief Operating Officer. Prior to joining Capital Guardian
09/25/2013
He has over 20 years of experience in the investment industry and served as a director of the board since May 2012.
09/25/2013
"Plan sponsors are increasingly shifting their focus from traditional defined benefit and defined contribution
09/24/2013
Larry Summers pulled out of the Fed chair race earlier this month due to the likelihood of a contentious confirmation process.
09/22/2013
These additions will bolster Bel Air’s existing capabilities and position the firm to meet the growing fixed income needs from its client base across North America.
09/22/2013
UBS Wealth Management Americas, a division of UBS AG, announced that Karen Damaso has joined the firm to support new business development initiatives in the equity compensation services division.
09/22/2013
The wealth manager recently hired two senior directors of business development, the latest in a flurry of hires to boost its sales force by 50% by the end of 2014.
09/21/2013
She is one of the most well-known women in finance, will have the chance to do it all again, from the other side of the table.
09/19/2013
The managing director and complex manager for some of Morgan Stanley Wealth Management's most profitable offices in New York has left after more than 20 years at the company
09/19/2013
Adviser Duo Jumps From J.P. Morgan Securities