08/14/2012
He has nearly 20 years of energy-related industry experience, including more than six years providing full-service transactional activities for clients in selling and merging properties at Albrecht & Associates
08/14/2012
Peter Wyrough, a nearly three-decade industry veteran, joined Concert last week from brokersXpress LLC, the broker-dealer unit that Charles Schwab Corp said in May it planned to dissolve.
08/14/2012
Bridgeworth Financial, a registered investment advisory firm, said on Tuesday it left Lincoln Financial Advisors Corp to form its own independent practice affiliated with LPL.
08/13/2012
RBC Wealth Management, a division of the Royal Bank of Canada , has expanded its adviser base in California
08/12/2012
Von Weise has more than 15 years' experience in business jet finance. He joined Citi Private Bank in 2005 from Merrill Lynch where he was vice president for business aviation finance.
08/12/2012
According to Raymond James' South Florida complex manager Frank Amigo, the team represents the sixth round of new hires in the region in the last year, and recruitment is expected to continue.
08/09/2012
Sir David’s appointment is also a surprise, given his age.
08/09/2012
In this role, she will provide in-depth foreign exchange and currency strategy products for Canadian, U.S. and European clients.
08/08/2012
He joins Fifth Third Bank from U.S. Bank where he served as vice president and regional wealth management consultant for the west coast of Florida.
08/08/2012
Over the next five years, the industry is expected to get even smaller
08/08/2012
He also worked as a special adviser to ex-chancellor Denis Healey between 1976 and 1979.
08/08/2012
She is based in New York and reports to Chisholm Lyons, executive vice president of Fiduciary Trust's business development and marketing teams.
08/08/2012
Two veteran teams of Merrill Lynch advisers have the left the brokerage, owned by Bank of America , to join rival firms Morgan Stanley Smith Barney and UBS Wealth Management Americas.
08/08/2012
Standard Life Investments expands US research team
He joins an expanding office at Standard Life Investments’ US headquarters in Boston and adds to a team focused on providing a variety of solutions for institutional investors.
08/08/2012
CBA Poaches RBS's Australian Equities Sales Head
He joined RBS in 2010 after spending two decades at UBS AG, finishing his career at the Swiss bank as a managing director in Australian equity sales.
08/08/2012
Fiduciary Trust Company Appoints new MD of Business Development
Prior to joining Fiduciary Trust she served as first vice president of the Private Banking and Investment Group with Merrill Lynch
08/08/2012
In an internal memorandum to employees, Mr. Saperstein said Mr. Walker would become head of product strategy for Morgan Stanley Smith Barney, while Mr.
08/07/2012
Gentry Wealth Management is a leading boutique financial planning and investment firm offering an extensive selection of private wealth accumulation and preservation services. With offices in Scottsdale, Arizona, Las Vegas, Nevada, and Salt Lake City, Uta
08/07/2012
BofA ML makes two key appointments
They will both join in September and be based in New York.
08/07/2012
He replaces Robert L. Bernstein, who joined Windham Capital in April as managing director for institutional sales.