10/17/2012
Many senior advisers at brokerage arms of major banks say they are considering jumping ship for the first time, frustrated by problems plaguing their parent companies, from credit rating downgrades to staff cutbacks to bothersome technology changes.
10/17/2012
Walter Dolhare and Tim Mullins have been named co-heads of the Markets Division, reporting to John Shrewsberry, head of Wells Fargo Securities.
10/17/2012
U.S. Bank, a leading provider of wealth management and private banking services
10/16/2012
Risk Paradigm Group, an independent wealth and asset management firm, announced Monday that a three member advisor team from the Tower Group of Morgan Stanley Wealth Management will join the firm.
10/16/2012
He comes from the wealth management side of the business.
10/16/2012
Machen will head the group alongside Grant Gregory
10/16/2012
Seven advisors have joined Baird’s wealth management group in Texas, Maryland and Nebraska in a late summer round of recruiting.
10/16/2012
'Dan is a 17-year veteran of the public finance industry'
10/16/2012
'We are delighted to welcome Jose Luis Prado to our board'
10/15/2012
Goldman Names Wall Street Exec to Its Board
The firm expects to appoint an additional independent director to its board in the near term.
10/14/2012
He is “well known as an early thought leader” in the area of risk premium-based investing, Nicolaas Marais, London-based head of multiasset investments and portfolio solutions at Schroders, said in a news release.
10/11/2012
Citi Private Bank hired Gil Ahrens in its Palo Alto, Calif.
10/11/2012
Mario Arace has joined SG CIB as a senior sales trader to spearhead the firm's expansion
10/11/2012
He brings 20 years of experience in the private client business and has held leadership roles at some of the leading institutions in wealth management, including J.P. Morgan Private Bank, Citigroup Private Bank, Goldman Sachs Private Wealth Management
10/09/2012
John brings over twenty-five years of experience to his clients
10/09/2012
The Nierling Investment Group is bringing over its $230 million in assets and $2.2 million in production.
10/09/2012
He joins HighTower from Merrill Lynch, started with the company on Friday.
10/09/2012
Financo, a leading consumer-focused investment banking boutique
10/09/2012
“I’m thrilled to join an organization with Inland’s strong real estate fund track record and excellent operating capabilities.”
10/09/2012
They will provide individuals with banking, lending, investment and planning services.