04/19/2012
Wells Fargo & Company has bolstered its brokerage base across the United States, hiring at least 16 veteran advisers who managed more than $1.1 billion in client assets at their previous firms.
04/19/2012
Purchase now complete, acquirer says 70 of 75 Paulson advisers stayed on at firm
04/18/2012
He has more than 15 years of experience in investment management and financial planning specializing in risk management, estate planning, and investment services.
04/18/2012
Bourkoff, a 13-year veteran of UBS, was known primarily as a technology, media and telecommunications banker, but became head of the Americas banking division roughly a year ago.
04/18/2012
Over the course of his accomplished career in the financial services industry, Mr. Havener has received several recognitions for the level of service, expertise and professionalism he brings to his client relationships.
04/18/2012
Mr. O'Neill, 65, is the retired Chairman and Chief Executive Officer of the Bank of Hawaii. Previously, Mr. O'Neill was Vice Chairman and Chief Financial Officer at BankAmerica Corporation (now Bank of America) from 1995-1999.
04/18/2012
Peter is expected to start in his new role in mid-July. He is presently Senior Managing Director and Partner at FBR & Co.
04/18/2012
Former President of Global Wealth Management group joins Gold Bullion board
"I saw the value of the GBI model and philosophy as soon as I was introduced to the company and its management," she said
04/18/2012
The move comes amid a wave of executive changes at UBS and its investment bank.
04/17/2012
He will report to Jose Maria Garcia Meyer-Dohner, head of global retail and business banking.
04/17/2012
Jefferies Global Senior Advisory Board is comprised of the following professionals:
04/17/2012
Hires in New York and Calgary
04/17/2012
The Private Client Group's Gulf Coast region includes 10 offices in Texas and two in Oklahoma. In addition to his duties as Regional Director, Mr. Eldemire will serve as Branch Manager of the PCG's Park Cities location in Dallas.
04/17/2012
Barclays, which in late February hired the head of corporate broking at rival Bank of America Merrill Lynch, has tapped the US bank for a second time, recruiting a director who, prior to his departure, was advising GlobeOp Financial Services on its $890.9
04/16/2012
Gensler, 54, a Baltimore native, has managed the $591 million T. Rowe Price Global Stock Fund since 2005.
04/16/2012
One big reason is brokers who signed three-year retention deals are now free to take the money and run, recruiters said.
04/16/2012
Vijay comes to TD with nearly two decades of marketing experience. Most recently, he created and led Ally Bank's rebranding in North America and, prior to Ally, Vijay spent seven years at Bank of America with several leadership marketing roles and st
04/16/2012
He joins Barclays from Morgan Stanley Smith Barney, where he has worked for nearly two decades in wealth management.
04/13/2012
UBS's Americas wealth management group is the fourth-largest U.S. brokerage by client assets with $754 billion in assets under management and just under 7,000 advisers as of the end of December.
04/13/2012
Promotions support continued growth of wealth management and private banking businesses