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
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.
06/19/2012
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
The addition of Rosenfeld marks Baird’s continued growth and expansion in the Consumer sector. Baird recently added two other senior investment bankers, Jason Abt, Managing Director, and Chris Harned, Managing Director, each of whom have extensive C
06/19/2012
In this role, Runnberg will be an advisor to high-net worth individuals and families. She will assemble professionals to deliver those clients custom wealth management solutions such as investment advisory and management, trust and estate services, and fi
06/19/2012
In the new role, Sak will be part of the bank's Chicago office, serving as a private banker in addition to his role as vice president.
06/15/2012
He said that education of Islamic banking and finance is immediately needed internationally. At this time, 38 universities in the world are producing approximately 5000 graduates of Islamic banking and finance per annum, whereas relatively its demand is 1