06/02/2023
Douglas Gill, 30-Year Industry Veteran, Joins Snowden Lane Partners with $420 Million in Client Assets
New Money and You: Seniors Edition empowers Canadians with knowledge and builds financial confidence
People Moves
06/02/2023
Deutsche Bank is Hiring Latam Bankers in Switzerland
Schuchard will report to Billy Obregon and lead the Latam team in Switzerland, responsible for both Geneva and the newly created Latam desk in Zurich.
06/01/2023
William Blair Expands Private Wealth Teams in San Francisco, Denver
Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors, wealth advisors in Denver.
06/01/2023
Raymond James recruits five-person Morgan Stanley team for int’l unit
Raymond James recruits five-person Morgan Stanley team for int’l unit
06/01/2023
Edelman Financial Engines Names New CEO; Larry Raffone to Become Chairman of the Board
Jay Shah; Edelman Financial Engines, a top independent wealth planning and workplace investment advisory firm, announced today that its board of directors has named Jay Shah to become the firm’s new CEO, effective August 18, 2023.
06/01/2023
Former JPMorgan top executive moves to Wells Fargo Advisors
He will also collaborate with officials overseeing the unit's advisor recruitment, team and succession planning, event organization for advisors, branch and client communications and other efforts.
05/31/2023
JPM boosts LatAm private banking unit with new Colombia hire
Juan Andrés Gutiérrez Bacci is joining from Colombian investment bank Visum.
05/31/2023
Dynasty promotes two in wake of executive departures
The company is interviewing for the COO role that had been occupied by departing co-founder Ed Swenson.
05/31/2023
Ocorian appoints new CIO
The creation of the CIO role is the consequence of our ever-growing focus on digital transformation and has responsibility for IT and digital requirements across the group.
05/31/2023
JFS Wealth Advisors' New CCO Named a 30 Under 40 by Shenango Valley Chamber of Commerce
Chief Compliance Officer recognized for his professional achievements and community spirit
05/31/2023
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
05/31/2023
Lazard names new CEO
The Bermuda-based company’s current chief executive officer takes executive chair responsibilities.
05/30/2023
JERA Americas Names James Tinsley as Company’s First Chief Commercial Officer
In his new role, Tinsley will be responsible for all commercial functions for the Company
05/30/2023
JPMorgan to cut 1,000 jobs from recently bought First Republic Bank
The impacted jobs represent about 15% of First Republic’s workforce
05/30/2023
Top Chinese Bankers among Morgan Stanley's 3,000 Job Cuts
Morgan Stanley continues its job-cutting spree, with a particular focus on China.
05/29/2023
Co-Founder and COO Ed Swenson to Depart Dynasty
Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.
05/26/2023
Citi Private Bank names Brazil boss to lead new LatAm client unit
Eduardo Ventura is taking on a new role at Citi in Brazil after joining the group three years ago from Itaú.
05/26/2023
Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
05/26/2023
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/25/2023
AGF Management Limited Welcomes Ken Tsang as Chief Financial Officer
Industry veteran’s experience will be an asset to the firm’s future needs