07/09/2012

Concert Wealth adds $100 mln adviser team

Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.

07/09/2012

Morgan Stanley brokers go independent, join Dynasty

Hull, joined by his brother Patrick Hull and four others, left Morgan Stanley Smith Barney in late June to open Bluepoint Investment Counsel LLC, an independent firm based in Madison, Wisconsin.

07/09/2012

Credit Suisse's Bourgeois To Join Atlantic-Pacific As CEO

Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man

07/05/2012

US Bank names new regional managing director

He leads an initial team of nine professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration, and an exceptional client experience in the Cincinnati are

07/04/2012

Eaton Vance expands Business Development team

EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.

07/02/2012

Eaton Vance taps VP, Business Development

EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.