07/28/2013
AXA Equitable Names New Head of Business Line Marketing
He will work with businesses and the Insight & Analytics, Brand & Customer Experience
People Moves
07/25/2013
Boca Wealth Management Office Welcomes Leading Financial Advisor
A major wealth management firm in Boca Raton is welcoming a new VP. Janey Montgomery Scott welcomes Steven Sapirstein
07/25/2013
Conte Wealth Advisors appoints Director of Business Development
Conte Wealth Advisors is pleased to announce its recent hire of MaryAnne (Nguyen) DiSante, who will join the CWA team as Director of Business Development (a newly created position).
07/24/2013
State Street Appoints Chief Analytics Officer
Former President of Moody’s Research Labs Will Lead Analytic Product Strategy and Development for State Street’s Data and Analytics Offering
07/23/2013
Bank of America Appoints Two New Directors
Bank of America's Board of Directors appointed Clayton Rose and Pierre de Weck as new directors.
07/23/2013
Nina Tannenbaum Joins AllianceBernstein's Growing Alternatives Team
AB's diverse alternatives offerings include multi-manager strategies, proprietary hedge funds and closed-end drawdown funds
07/23/2013
Janney Brings in Two Advisors With $91.6 Million
David Seigerman joins the firm from Morgan Stanley, where he previously managed $67.8 million in client assets, and had $860,000 in production.
07/23/2013
PwC US Announces Leadership Changes
He will be responsible for the U.S. firm's consulting, deals and forensics services
07/23/2013
Atlantic Trust Adds Senior Talent in Washington, D.C.
Jason L. Stoneman joins Atlantic Trust, bringing additional investment expertise to clients in the Mid-Atlantic
07/22/2013
HSBC Private Bank International names new President
Previously he was the group head for Brazil at HSBC's private banking business.
07/22/2013
Wells Fargo Cuts 356 Jobs, 34 In Minneapolis
The company’s home mortgage division has been hit hard recently
07/21/2013
RBC Wealth Management appoints Director for Americas Team
He will collaborate with internal teams and work with external advisers to provide wealth management services to Latin American and Iberian high net worth and ultra high net worth clients
07/21/2013
Oppenheimer Names President of Oppenheimer Asset Management
This very substantial experience has enabled him to develop a thorough knowledge of our Asset Management platform and a strong understanding of the needs of our clients as well as our Financial Advisors, with whom he enjoys excellent relationships.
07/21/2013
Beverly Hills Wealth lands Morgan Stanley adviser duo
They added a team of two veteran advisers from Morgan Stanley to expand its footprint in California.
07/21/2013
Banc of California Appoints Eric Holoman to Board of Directors
Mr. Holomon also was appointed as Chair of the Banc of California Board's new Community Reinvestment Act Committee.
07/18/2013
U.S. Trust Bolsters Staff of Private Client Advisors
U.S. Trust, Bank of America's private wealth management business, is Bolstering its Staff of Private Client Advisors.
07/18/2013
Northstar Wealth Partners lands team managing $860M
orthstar Wealth Partners as landed a team with $860 million in assets.
07/17/2013
Principal Global Investors Announces New Managing Director, Consultant Relations
Maureen Hays to lead firm's consultant relations practice
07/16/2013
Raymond James snags four industry bigs in RIA push
The firm plans a media campaign beginning in September to get the word out about its custody service as well as options for hybrid advisers.
07/15/2013
ING Investment Management adds to its EMD team
ING Investment Management has announced the appointment of Daniel Eustaquio as senior portfolio manager Hard Currency,