06/25/2012
Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell – ranked nationally as a Top Ten Independent Financial Advisor by Barron's – today announced the hiring of Matt Veatch to lead the firm&
06/24/2012
Trust unit wields the axe
Executive dismissals, nonessential-travel ban part of efficiency effort
06/21/2012
Bill Burke, Experienced Chicago Financial Advisor and Banker, Joins as Vice President
06/21/2012
The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.
06/21/2012
hese forces include shifting generational giving trends, technology advances, as well as change management challenges and specialized talent development needs.
06/21/2012
He brings over 30 years of financial services industry experience to this role
06/21/2012
Former RBS exec appointed head U.S. High-Yield bond sales
Before joining RBS in November 2009, he worked at Morgan Stanley and Bank of America
06/21/2012
BlackRock Fund Manager to Leave
The departure comes after The Wall Street Journal reported potential conflicts of interest between his family's private energy investments and the natural-resources portfolios he managed for BlackRock's clients.
06/21/2012
Jobs in Wells Fargo’s technology, retirement division and other business lines could shift to India and the Philippines as part of a company wide review, said Bridget Braxton, a spokeswoman for Wells Fargo.
06/20/2012
Prior to joining TD, Williams served as Vice President for Dime Savings Bank and led the East Coast sales and marketing division for the company's subsidiary North American Mortgage Insurance.
06/20/2012
He will succeed Pat Molloy as governor with effect from 29 June 2012.
06/20/2012
Celtic Bank is highly pleased with this newest addition to their team of veteran Business Development officers.
06/20/2012
Bank of America said the Hialeah workers will lose their jobs in August, according to a notice filed with the state.
06/20/2012
Advisers Tom Ford and Jeff Jones, who managed $118 million in client assets, joined Raymond James' Peoria office from Morgan Stanley Smith Barney.
06/20/2012
He will lead BNY Mellon Wealth Management’s investment strategy committee, setting asset allocations and making investment recommendations for client portfolios, the New York-based company said today in a statement.
06/20/2012
Bank of America Corp
06/19/2012
Bessemer Trust, one of the largest wealth managers to the super-rich, is passing the torch to a new generation of management as long-time Chief Executive and President John Hilton prepares to retire at the end of this year. Bessemer Trust, one of the larg
06/19/2012
Data compiled by InvestmentNews on adviser movement within the industry show a significant increase in the number of advisers leaving MSSB so far this year.
06/19/2012
He joins PGB Trust & Investments from U.S. Trust, Bank of America Private Wealth Management where she served as vice president and trust officer.
06/19/2012
McCarthy was previously co-head of the same unit at J.P. Morgan and at Lehman Brothers.