02/03/2014
RBC Wealth Management hires two advisers from Merrill Lynch
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
RBC Wealth Management hires two advisers from Merrill Lynch
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
Hagedorn, who remains a vice chairman of UMB Financial, gained the new titles from two others at the Kansas City-based banking company.
02/03/2014
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
02/03/2014
She replaces Kevin Rafferty, who has been promoted to the new position of regional president of Texas for the Lafayette, La.-based bank
01/31/2014
BNP Paribas Corporate and Investment Banking announced today the appointments of two managing directors to further enhance its Merchant Banking Group in the Americas and better service its clients.
01/31/2014
United Advisors appoints managing partner of Private Client Group
Formerly of Morgan Stanley, Hughes was the branch manager of the $2 billion in assets office in Great Neck.
01/31/2014
U.S. CFTC's top Libor cop to join New York law firm
He will represent financial institutions and other corporations and their boards, and individuals, in investigations, litigation and other proceedings. His practice will involve the full range of federal, state and international criminal and enforcement
01/30/2014
Our six deputy CIOs demonstrate the strength, depth and breadth of investment talent at Pimco
01/30/2014
Wealth advisory and private banking firm appoints former Sterling Bank exec
She joins Fieldpoint Private from Sterling Bank, where she was a Managing Director and quickly established the Bank's top deposit base in the New York City market.
01/30/2014
BTS is a comprehensive suite of payment outsourcing services that enable brokerage firms and other providers of wealth and asset management services to offer banking solutions
01/30/2014
Stifel's boost Private Client Group
His past experience includes serving as Chief Investment Officer for Merrill Lynch Global Wealth Management and Chief Investment Officer/Head of Wilshire Funds Management Group at Wilshire Associates.
01/30/2014
I am enthusiastic about joining the Investment Committee of Tiedemann Wealth Management
01/29/2014
UBS Wealth Management Americas Adds Key Executive
Yhis further emphasizes our commitment to attracting top talent
01/29/2014
I decided to take it in a different direction
01/28/2014
Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of Ron Carson’s firm
01/28/2014
Top recruiter exits HighTower
The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction
01/28/2014
Previously he was Director of the Texas Market for Baird. Kovics joined the firm in 2010 as branch manager of Baird’s Dallas wealth management office.
01/28/2014
Atlas Merchant Capital, founded in 2013 by Bob Diamond, today announced that David Schamis, formerly a Managing Director at J.C. Flowers & Co. LLC, a private equity firm that invests in financial services firms, has joined Atlas as a Founding Partner.
01/23/2014
Morgan Stanley's retail brokerage arm has hired three financial advisers from smaller wealth management firms.
01/23/2014
Evercore boosts Investment Banking business
He was Head of the Financial Institutions Group for Latin America at Salomon Smith Barney.